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
LCII icon
426
LCI Industries
LCII
$3.3B
$1.33K ﹤0.01%
+11
XEL icon
427
Xcel Energy
XEL
$49.4B
$1.33K ﹤0.01%
+18
EMR icon
428
Emerson Electric
EMR
$83.4B
$1.33K ﹤0.01%
+10
CON
429
Concentra Group Holdings
CON
$3B
$1.32K ﹤0.01%
+67
HAS icon
430
Hasbro
HAS
$14B
$1.31K ﹤0.01%
+16
OTIS icon
431
Otis Worldwide
OTIS
$34.8B
$1.31K ﹤0.01%
+15
APO icon
432
Apollo Global Management
APO
$67.9B
$1.3K ﹤0.01%
+9
UNIT
433
Uniti Group
UNIT
$1.84B
$1.26K ﹤0.01%
+180
CMS icon
434
CMS Energy
CMS
$23.5B
$1.26K ﹤0.01%
+18
ACGL icon
435
Arch Capital
ACGL
$35.7B
$1.25K ﹤0.01%
+13
EGP icon
436
EastGroup Properties
EGP
$10.2B
$1.25K ﹤0.01%
+7
LEVI icon
437
Levi Strauss
LEVI
$8.64B
$1.24K ﹤0.01%
+60
ITW icon
438
Illinois Tool Works
ITW
$83.5B
$1.23K ﹤0.01%
+5
PPG icon
439
PPG Industries
PPG
$27.6B
$1.23K ﹤0.01%
+12
CDW icon
440
CDW
CDW
$15.8B
$1.23K ﹤0.01%
+9
CNH
441
CNH Industrial
CNH
$15.4B
$1.23K ﹤0.01%
+133
WCC icon
442
WESCO International
WCC
$14.5B
$1.22K ﹤0.01%
+5
IGSB icon
443
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.5B
$1.22K ﹤0.01%
+23
TRP icon
444
TC Energy
TRP
$65.8B
$1.21K ﹤0.01%
+22
YUM icon
445
Yum! Brands
YUM
$45.8B
$1.21K ﹤0.01%
+8
FISV
446
Fiserv Inc
FISV
$33.1B
$1.21K ﹤0.01%
+18
PR icon
447
Permian Resources
PR
$13.1B
$1.21K ﹤0.01%
+86
SEE icon
448
Sealed Air
SEE
$6.17B
$1.2K ﹤0.01%
+29
AGG icon
449
iShares Core US Aggregate Bond ETF
AGG
$141B
$1.2K ﹤0.01%
+12
MRNA icon
450
Moderna
MRNA
$20.1B
$1.18K ﹤0.01%
+40