SFS

Sunrise Financial Services Portfolio holdings

AUM $133M
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
ET icon
351
Energy Transfer Partners
ET
$64B
$2.11K ﹤0.01%
+128
SNX icon
352
TD Synnex
SNX
$12.8B
$2.1K ﹤0.01%
+14
GMED icon
353
Globus Medical
GMED
$12.9B
$2.1K ﹤0.01%
+24
SPGI icon
354
S&P Global
SPGI
$127B
$2.09K ﹤0.01%
+4
RJF icon
355
Raymond James Financial
RJF
$31.2B
$2.09K ﹤0.01%
+13
HIG icon
356
Hartford Financial Services
HIG
$39.1B
$2.07K ﹤0.01%
+15
PSX icon
357
Phillips 66
PSX
$61.2B
$2.06K ﹤0.01%
+16
REXR icon
358
Rexford Industrial Realty
REXR
$8.66B
$2.05K ﹤0.01%
+53
TALK icon
359
Talkspace
TALK
$752M
$2.05K ﹤0.01%
+565
JBLU icon
360
JetBlue
JBLU
$2.06B
$2.05K ﹤0.01%
+450
CBOE icon
361
Cboe Global Markets
CBOE
$30.5B
$2.01K ﹤0.01%
+8
PPL icon
362
PPL Corp
PPL
$28.3B
$2K ﹤0.01%
+57
APD icon
363
Air Products & Chemicals
APD
$62.4B
$1.98K ﹤0.01%
+8
SRE icon
364
Sempra
SRE
$61.7B
$1.94K ﹤0.01%
+22
ARES icon
365
Ares Management
ARES
$26.3B
$1.94K ﹤0.01%
+12
KD icon
366
Kyndryl
KD
$2.73B
$1.94K ﹤0.01%
+73
AMT icon
367
American Tower
AMT
$85.4B
$1.93K ﹤0.01%
+11
CNQ icon
368
Canadian Natural Resources
CNQ
$88.7B
$1.93K ﹤0.01%
+57
FIS icon
369
Fidelity National Information Services
FIS
$25.4B
$1.93K ﹤0.01%
+29
BIL icon
370
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.1B
$1.92K ﹤0.01%
+21
CME icon
371
CME Group
CME
$110B
$1.91K ﹤0.01%
+7
WRB icon
372
W.R. Berkley
WRB
$27B
$1.89K ﹤0.01%
+27
AGCO icon
373
AGCO
AGCO
$9.7B
$1.88K ﹤0.01%
+18
INGR icon
374
Ingredion
INGR
$7.33B
$1.87K ﹤0.01%
+17
FIX icon
375
Comfort Systems
FIX
$51.2B
$1.87K ﹤0.01%
+2