SB
| |
SFT Balanced Stabilization FundMutual Fund | |
| SFT Balanced Stabilization Fund | |
| Last update 2025-02-24 | 5 Stocks (0 new) |
| Value $47.00 Mil | Turnover 0 % |
SFT Balanced Stabilization Fun... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 36,440 | 21,451.5 | 0% | 45.210 | 0% | 0.000 | -1.32% | +1.39% | 591,506.8 | ||
SPY | SPDR S&P 500 ETF Trust | 36,170 | 21,198.5 | 0% | 44.680 | 0% | 0.000 | -1.30% | +1.36% | 618,600.3 | ||
VOO | Vanguard S&P 500 ETF | 8,375 | 4,512.5 | 0% | 9.510 | 0% | 0.000 | -1.28% | +1.38% | 616,823.6 | ||
IVV
CALL
| iShares Core S&P 500 ETF | 0 | 168.9 | 0% | 0.360 | 0% | 0.000 | -1.32% | +1.39% | 591,506.8 | ||
OPCH
PUT
| Option Care Health Inc | 0 | 116.1 | 0% | 0.240 | 0% | 0.000 | +43.01% | +45.41% | 5,579.4 | Healthcare Providers & Services |
SFT Balanced Stabilization Fund's Historical Top Holdings Breakdowns
SFT Balanced Stabilization Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Reduce | -18.75% | 520.18 ($556.01) 576.82 | $596.46 | 7.27% | Reduce -36.56% | 36,440 | -21,000 | |
VOO | Vanguard S&P 500 ETF | 2024-09-30 | Reduce | -9.63% | 475.2 ($508.3) 527.7 | $547.13 | 7.64% | Reduce -58.49% | 8,375 | -11,800 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | Reduce | -30.02% | 469.56 ($500.36) 525.73 | $596.46 | 19.21% | Reduce -45.52% | 57,440 | -48,000 |
SFT Balanced Stabilization Fund Total Holding History ($B)
SFT Balanced Stabilization Fund's Asset Allocation
SFT Balanced Stabilization Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SFT Balanced Stabilization Fund's Hypothetical Growth since 2024-12-31
SFT Balanced Stabilization Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SFT Balanced Stabilization Fund's Holdings Heat Map
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SFT Balanced Stabilization Fund's Holdings Bubble Chart
SFT Balanced Stabilization Fund News
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