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SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $4.92B
1-Year Est. Return 1.39%
This Fund
S&P 500
This Quarter Est. Return
-14.28%
1 Year Est. Return
+1.39%
3 Year Est. Return
+56.98%
5 Year Est. Return
+73.83%
10 Year Est. Return
–
AUM
$4.92B
AUM Growth
-$728M
Cap. Flow
+$277M
Cap. Flow %
5.63%
Top 10 Hldgs %
67.63%
Holding
188
New
23
Increased
78
Reduced
47
Closed
20

Top Buys

1
PSNY icon
Polestar Automotive Holding UK
PSNY
+$187M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$66.4M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$62M
4
APH icon
Amphenol
APH
+$31.9M
5
GLD icon
SPDR Gold Trust
GLD
+$19.4M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$71.1M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$67.8M
3
UNH icon
UnitedHealth
UNH
+$33.8M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$14.6M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.75M

Sector Composition

1 Financials 42.24%
2 Technology 8.47%
3 Consumer Discretionary 5.73%
4 Communication Services 2.55%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDXJ icon
101
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
$485K 0.01%
4,044
-1,386
-26% -$181K
GIS icon
102
General Mills
GIS
$19.5B
$483K 0.01%
12,987
-3,902
-23% -$169K
SH icon
103
ProShares Short S&P500
SH
$876M
$455K 0.01%
12,000
– –
AAPL icon
104
Apple
AAPL
$4.66T
$440K 0.01%
1,735
-572
-25% -$149K
MDLZ icon
105
Mondelez International
MDLZ
$76.8B
$403K 0.01%
6,990
-1,735
-20% -$100K
ITW icon
106
Illinois Tool Works
ITW
$78.1B
$362K 0.01%
1,389
+16
+1% +$4.35K
REM icon
107
iShares Mortgage Real Estate ETF
REM
$550M
$361K 0.01%
16,831
– –
NFLX icon
108
Netflix
NFLX
$311B
$342K 0.01%
3,560
+2,560
+256% +$226K
CRWD icon
109
CrowdStrike
CRWD
$191B
$328K 0.01%
3,360
+2,376
+241% +$252K
MU icon
110
Micron Technology
MU
$1.06T
$319K 0.01%
943
-1,292
-58% -$506K
XLE icon
111
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$318K 0.01%
5,189
+2,589
+100% +$139K
HEWJ icon
112
iShares Currency Hedged MSCI Japan ETF
HEWJ
$720M
$317K 0.01%
5,625
– –
QCLN icon
113
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$691M
$273K 0.01%
5,876
+235
+4% +$11.4K
EWJ icon
114
iShares MSCI Japan ETF
EWJ
$22.1B
$268K 0.01%
3,179
– –
MRK icon
115
Merck
MRK
$306B
$241K ﹤0.01%
+2,000
New +$231K
LULU icon
116
lululemon athletica
LULU
$13.7B
$214K ﹤0.01%
1,400
+800
+133% +$143K
ADBE icon
117
Adobe
ADBE
$91.7B
$207K ﹤0.01%
850
+770
+963% +$213K
BOND icon
118
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.24B
$203K ﹤0.01%
2,200
– –
LMT icon
119
Lockheed Martin
LMT
$120B
$199K ﹤0.01%
+330
New +$203K
GOOGL icon
120
Alphabet (Google) Class A
GOOGL
$4.3T
$198K ﹤0.01%
687
-558
-45% -$175K
IEO icon
121
iShares US Oil & Gas Exploration & Production ETF
IEO
$550M
$195K ﹤0.01%
1,562
-396
-20% -$41.9K
IDV icon
122
iShares International Select Dividend ETF
IDV
$8.11B
$176K ﹤0.01%
+4,141
New +$174K
PLTR icon
123
Palantir
PLTR
$312B
$163K ﹤0.01%
1,114
+395
+55% +$60.4K
SPLV icon
124
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$159K ﹤0.01%
2,168
+1,972
+1,006% +$146K
IWM icon
125
iShares Russell 2000 ETF
IWM
$82B
$157K ﹤0.01%
634
– –
3 4
5
6 7

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