SFYF Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$42.5M
Expense ratio0.29%
Dividend yield0.52%
InceptionMay 7, 2019

Top holdings (53 total)

#NameWeight
1
TSLA
Tesla inc
9.52%
2
NVDA
Nvidia Corp
7.60%
3
AMZN
Amazon.com inc
7.35%
4
PLTR
Palantir Technologies inc Ordinary Shares Class a
4.98%
5
SPCX
Space Exploration Technologies Corp Class a
4.83%
6
BRK-B
Berkshire Hathaway inc Class b
4.01%
7
MU
Micron Technology inc
3.97%
8
MSFT
Microsoft Corp
3.80%
9
AMD
Advanced Micro Devices inc
3.63%
10
AAPL
Apple inc
3.51%
Page 1 of 6 · 53 total

Sector breakdown

#NameWeight
1
Information Technology
33.70%
2
Consumer Discretionary
22.40%
3
Communication Services
10.40%
4
Consumer Staples
6.60%
5
Healthcare
3.80%
6
Industrials
3.20%
7
Energy
2.90%
8
Financials
2.60%
9
Real Estate
1.20%
10
Materials
0.00%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

19 articles · sorted by date

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer