TWM
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Tradition Wealth Management’s VictoryShares Small Cap Free Cash Flow ETF SFLO Stock Holding History

Tradition Wealth Management’s Portfolio SFLO Stock Details SFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.4M Sell
412,055
-1,665
-0.4% -$50K 0.88% 31
2025
Q4 		$12.2M Buy
413,720
+23,853
+6% +$692K 0.88% 31
2025
Q3 		$11.3M Sell
389,867
-99,064
-20% -$2.78M 0.84% 33
2025
Q2 		$12.8M Buy
488,931
+180,583
+59% +$4.41M 1.02% 27
2025
Q1 		$7.56M Buy
308,348
+185,340
+151% +$4.9M 0.67% 40
2024
Q4 		$3.28M Buy
123,008
+67,029
+120% +$1.82M 0.29% 77
2024
Q3 		$1.5M Buy
55,979
+22,942
+69% +$606K 0.13% 134
2024
Q2 		$861K Buy
+33,037
New +$868K 0.08% 170

Other funds holding SFLO

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $311M AUM 21.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return