SFS

Sunrise Financial Services Portfolio holdings

AUM $141M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 2.61%
3 Consumer Staples 0.91%
4 Financials 0.9%
5 Communication Services 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BG icon
276
Bunge Global
BG
$24B
$3.83K ﹤0.01%
+43
JBTM
277
JBT Marel
JBTM
$7.19B
$3.77K ﹤0.01%
+25
PNC icon
278
PNC Financial Services
PNC
$88.1B
$3.76K ﹤0.01%
+18
BP icon
279
BP
BP
$113B
$3.72K ﹤0.01%
+107
ORI icon
280
Old Republic International
ORI
$9.62B
$3.7K ﹤0.01%
+81
DGX icon
281
Quest Diagnostics
DGX
$21.1B
$3.69K ﹤0.01%
+21
NXST icon
282
Nexstar Media Group
NXST
$5.94B
$3.65K ﹤0.01%
+18
UNH icon
283
UnitedHealth
UNH
$336B
$3.63K ﹤0.01%
+11
BNDX icon
284
Vanguard Total International Bond ETF
BNDX
$77.8B
$3.58K ﹤0.01%
+74
HUBB icon
285
Hubbell
HUBB
$26.1B
$3.55K ﹤0.01%
+8
PKST
286
Peakstone Realty Trust
PKST
$3.53K ﹤0.01%
+246
SYY icon
287
Sysco
SYY
$34.8B
$3.46K ﹤0.01%
+47
BN icon
288
Brookfield
BN
$104B
$3.44K ﹤0.01%
+75
LDOS icon
289
Leidos
LDOS
$16.5B
$3.43K ﹤0.01%
+19
MTB icon
290
M&T Bank
MTB
$31.2B
$3.42K ﹤0.01%
+17
TEL icon
291
TE Connectivity
TEL
$61.3B
$3.41K ﹤0.01%
+15
STT icon
292
State Street
STT
$41.2B
$3.35K ﹤0.01%
+26
BTI icon
293
British American Tobacco
BTI
$126B
$3.34K ﹤0.01%
+59
GSK icon
294
GSK
GSK
$101B
$3.33K ﹤0.01%
+68
GILD icon
295
Gilead Sciences
GILD
$166B
$3.31K ﹤0.01%
+27
COP icon
296
ConocoPhillips
COP
$140B
$3.28K ﹤0.01%
+35
ON icon
297
ON Semiconductor
ON
$39.4B
$3.25K ﹤0.01%
+60
HYMB icon
298
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.9B
$3.24K ﹤0.01%
+130
RF icon
299
Regions Financial
RF
$23.9B
$3.2K ﹤0.01%
+118
MKSI icon
300
MKS Inc
MKSI
$20.2B
$3.2K ﹤0.01%
+20