SM

Sweeney & Michel Portfolio holdings

AUM $339M
1-Year Est. Return 21.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$14.4M
3 +$14.2M
4
HDV
iShares Core High Dividend ETF
HDV
+$13.7M
5
AAPL icon
Apple
AAPL
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.97%
2 Financials 10.06%
3 Communication Services 8.28%
4 Healthcare 6.01%
5 Industrials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$131K 0.07%
+83,194
102
$129K 0.07%
+3,404