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
MMCA icon
176
IQ MacKay California Municipal Intermediate ETF
MMCA
$80.5M
$15.3K 0.01%
+700
PSK icon
177
State Street SPDR ICE Preferred Securities ETF
PSK
$715M
$15.1K 0.01%
+477
GTOS
178
Invesco Short Duration Total Return Bond ETF
GTOS
$120M
$15.1K 0.01%
+600
ABT icon
179
Abbott
ABT
$174B
$14.7K 0.01%
+117
BUFR icon
180
FT Vest Fund of Buffer ETFs
BUFR
$8.9B
$14.4K 0.01%
+420
O icon
181
Realty Income
O
$59.4B
$14.1K 0.01%
+250
HYLB icon
182
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.17B
$13.9K 0.01%
+378
UPS icon
183
United Parcel Service
UPS
$86.4B
$13.6K 0.01%
+137
AVGO icon
184
Broadcom
AVGO
$1.76T
$13.5K 0.01%
+39
PYPL icon
185
PayPal
PYPL
$40.7B
$13.1K 0.01%
+225
VIG icon
186
Vanguard Dividend Appreciation ETF
VIG
$102B
$13K 0.01%
+59
BMY icon
187
Bristol-Myers Squibb
BMY
$120B
$12.9K 0.01%
+240
VDE icon
188
Vanguard Energy ETF
VDE
$10.1B
$12.8K 0.01%
+102
EPD icon
189
Enterprise Products Partners
EPD
$80.7B
$12.8K 0.01%
+400
AM icon
190
Antero Midstream
AM
$10.4B
$12.5K 0.01%
+700
XOM icon
191
Exxon Mobil
XOM
$634B
$12.4K 0.01%
+103
VCR icon
192
Vanguard Consumer Discretionary ETF
VCR
$5.83B
$12.4K 0.01%
+31
FDN icon
193
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.64B
$12.4K 0.01%
+46
FCPI icon
194
Fidelity Stocks for Inflation ETF
FCPI
$267M
$12.4K 0.01%
+250
NEE icon
195
NextEra Energy
NEE
$196B
$12.4K 0.01%
+154
ABBV icon
196
AbbVie
ABBV
$368B
$12.3K 0.01%
+54
VIGI icon
197
Vanguard International Dividend Appreciation ETF
VIGI
$8.68B
$12.2K 0.01%
+133
AIZ icon
198
Assurant
AIZ
$10.9B
$12K 0.01%
+50
DFAR icon
199
Dimensional US Real Estate ETF
DFAR
$1.64B
$11.9K 0.01%
+521
PEP icon
200
PepsiCo
PEP
$215B
$11.9K 0.01%
+83