SM
Sweeney & Michel Portfolio holdings
AUM
$282M
This Quarter Return
+0.61%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
–
Cap. Flow
+$229M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.36%
Holding
119
New
119
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$20M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$19.4M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$15.4M |
| 4 |
Apple
AAPL
|
$12.3M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$11.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 10.41% |
| 2 | Technology | 9.31% |
| 3 | Communication Services | 6.65% |
| 4 | Healthcare | 4.12% |
| 5 | Consumer Staples | 2.34% |
