S
Surevest Portfolio holdings
AUM
$368M
This Quarter Return
-10.9%
1 Year Return
-13.7%
3 Year Return
+24.6%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.23%
Holding
136
New
136
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 4.86% |
| 2 | Financials | 4.64% |
| 3 | Consumer Staples | 3.95% |
| 4 | Technology | 3.67% |
| 5 | Healthcare | 2.98% |
