SFS
Sunrise Financial Services Portfolio holdings
AUM
$133M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$133M
AUM Growth
–
Holding
532
Top Buys
| 1 | +$16.9M | |
| 2 | +$16.3M | |
| 3 | +$7.95M | |
| 4 |
PGIM Short Duration High Yield ETF
PSH
|
+$7.28M |
| 5 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$6.4M |
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 | |
|---|---|---|---|---|---|---|
526
F&G Annuities & Life
FG
$3.26B
| $96 | ﹤0.01% |
+3
|
|
||
527
Tilray
TLRY
$766M
| $90 | ﹤0.01% |
+10
|
|
||
528
Organon & Co
OGN
$2.3B
| $86 | ﹤0.01% |
+12
|
|
||
|
SOLS
529
Solstice Advanced Materials
SOLS
$13B
| $49 | ﹤0.01% |
+1
|
|
||
|
ONL
530
Orion Office REIT
ONL
$134M
| $32 | ﹤0.01% |
+14
|
|
||
531
Mativ Holdings
MATV
$467M
| $24 | ﹤0.01% |
+2
|
|
||
532
Valaris Ltd Warrants
VAL.WS
$1.09B
| $5 | ﹤0.01% |
+3
|
|