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Top 10 SFM Client Holdings

As of September 26, 2022TickerDividend Yield1-Year Return3-Year Avg. Annual ReturnExpense RatioMax Draw downFact Sheet
WisdomTree U.S. Efficient Core ETFNTSX1.3%-24.6%5.4%0.20%-28.3%More Info
Vanguard Dividend Appreciation ETF
VIG2.1%-10.4%7.2%0.06%-46.8%More Info
BlueRock Total Income + Real Estate FundTIPRX5.3%25.0%13.7%2.06%-2.6%More Info
Direxion Broad Commodity Strategy ETFCOM0.0%11.5%14.0%0.72%-16.0%More Info
iShares USA Quality Factor ETFQUAL
1.5%-20.8%6.5%0.15%-34.1%More Info
Vanguard Total World Stock ETFVT
2.6%-21.5%4.5%0.07%-50.3%More Info
Schwab U.S. TIPS ETFSCHP7.3%-9.8%1.4%0.04%-11.2%More Info
The Private Shares FundPRIVX0.0%3.2%17.1%2.53%-7.5%More Info
ProShares Merger ETFMRGR0.6%-2.3%2.3%0.75%-13.2%More Info
SPDR Global Strategic Factors ETFQWLD
2.3%-17.1%4.5%0.30%-31.9%More Info

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