Advisors Capital Growth Fund SFY Holdings History
Advisors Capital Growth Fund's SoFi Select 500 ETF Holding Summary
As of 2025-03-31, Advisors Capital Growth Fund held 29,000.00 shares of SoFi Select 500 ETF(SFY), totaling $2.96 Mil. This investment constitutes 14.21% of their stock portfolio, and Advisors Capital Growth Fund now holds 0.67% of the outstanding SoFi Select 500 ETF(SFY) stock.
The initial trade took place in 2024Q4. And since then Advisors Capital Growth Fund has made 1 purchases of SFY, at an average price of $109.03, for a total of 29,000.00 shares. Based on historical transaction data and SFY's current price of $119.62, Advisors Capital Growth Fund's estimated gain on his SFY holdings is $306,990.00, reflecting a 9.71% gain to date.
Advisors Capital Growth Fund SFY ($119.62) Holding Chart
Advisors Capital Growth Fund SFY ($119.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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