SFG
Sunburst Financial Group Portfolio holdings
AUM
$446M
This Quarter Return
-2.99%
1 Year Return
+10.95%
3 Year Return
+40.15%
5 Year Return
+71.1%
10 Year Return
–
AUM
$283M
AUM Growth
+$283M
(-1.1%)
Cap. Flow
+$5.31M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
65.38%
Holding
93
New
1
Increased
33
Reduced
40
Closed
7
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$14.4M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.66M |
| 3 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$879K |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$844K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$408K |
Top Sells
Sector Composition
| 1 | Technology | 3.43% |
| 2 | Consumer Staples | 1.44% |
| 3 | Healthcare | 1.42% |
| 4 | Financials | 1.25% |
| 5 | Consumer Discretionary | 0.9% |
