SB
| |
SFT Balanced Stabilization FundMutual Fund | |
| SFT Balanced Stabilization Fund | |
| Last update 2025-06-24 | 4 Stocks (0 new) |
| Value $37.00 Mil | Turnover 0 % |
SFT Balanced Stabilization Fun... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 34,500 | 19,299.0 | -4.62% | 51.570 | -2.06% | 0.000 | +16.86% | +7.34% | 643,153.0 | ||
IVV | iShares Core S&P 500 ETF | 25,940 | 14,575.7 | -28.81% | 38.950 | -13.03% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
VOO | Vanguard S&P 500 ETF | 6,700 | 3,443.2 | -20.00% | 9.200 | -1.90% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
SPY
PUT
| SPDR S&P 500 ETF Trust | 0 | 103.8 | 0% | 0.280 | 0% | 0.000 | +16.86% | +7.34% | 643,153.0 |
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 | 2025-03-31 | Reduce Reduce | -13.03% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Reduce -28.81% | 25,940 | -10,500 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -2.06% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Reduce -4.62% | 34,500 | -1,670 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.90% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | Reduce -20% | 6,700 | -1,675 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Reduce Reduce | -18.75% | 520.18 ($556.01) 576.82 | $628.17 | 12.98% | Reduce -36.56% | 36,440 | -21,000 | |
VOO | Vanguard S&P 500 ETF | 2024-09-30 | Reduce Reduce | -9.63% | 475.2 ($508.3) 527.7 | $575.22 | 13.17% | Reduce -58.49% | 8,375 | -11,800 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | Reduce Reduce | -30.02% | 469.56 ($500.36) 525.73 | $628.17 | 25.54% | Reduce -45.52% | 57,440 | -48,000 |
SFT Balanced Stabilization Fund Total Holding History ($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 2025-03-31
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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