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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
1 Year Est. Return
+1.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$28.6M
3
+$28.1M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$19.5M
5
USO icon
United States Oil Fund
USO
+$15M

Top Sells

1
+$13.3M
2
+$12.1M
3
+$7.83M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.77M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$7.12M

Sector Composition

1 Financials 52.25%
2 Technology 7.46%
3 Communication Services 1.87%
4 Healthcare 1.76%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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0
152
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0
153
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0
154
– –
-85,000
155
– –
0
156
– –
-110,000
157
– –
-118
158
– –
0
159
– –
-1,450
160
– –
-176,000
3 4 5 6
7