SFG
Sunburst Financial Group Portfolio holdings
AUM
$446M
This Quarter Return
+3.99%
1 Year Return
+10.95%
3 Year Return
+40.15%
5 Year Return
+71.1%
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+5.7%)
Cap. Flow
+$5.61M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
61.39%
Holding
93
New
4
Increased
44
Reduced
32
Closed
1
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$15.5M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$812K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$605K |
| 4 |
Regions Financial
RF
|
$562K |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$472K |
Top Sells
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Consumer Staples | 1.47% |
| 3 | Healthcare | 1.45% |
| 4 | Financials | 1.32% |
| 5 | Consumer Discretionary | 0.98% |
