SFG

Sunburst Financial Group Portfolio holdings

AUM $475M
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.92M
3
+$1.96M
4
IBM icon
IBM
IBM
+$1.14M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M

Top Sells

1
+$2.9M
2
+$1.6M
3
+$807K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$670K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$372K

Sector Composition

1 Technology 4.39%
2 Financials 1.56%
3 Consumer Staples 1.52%
4 Healthcare 1.43%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.06%
+249
102
$202K 0.06%
+1,826
103
$200K 0.06%
+1,503
104
$145K 0.04%
13,394
105
$70K 0.02%
14,253
+104
1 2 3 4
5