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Top 10 SFM Client Holdings

As of December 31st, 2022TickerDividend Yield1-Year Return3-Year Avg. Annual ReturnExpense RatioMax Draw downFact Sheet
WisdomTree U.S. Efficient Core ETFNTSX1.4%-27.3%3.6%0.20%-28.3%More Info
Vanguard Dividend Appreciation ETF
VIG2.0%-10.5%8.4%0.06%-46.8%More Info
BlueRock Total Income + Real Estate FundTIPRX5.5%10.5%10.9%2.06%-5.5%More Info
Direxion Broad Commodity Strategy ETFCOM0.0%9.5%14.1%0.72%-16.0%More Info
iShares USA Quality Factor ETFQUAL
1.6%-21.7%5.2%0.15%-34.1%More Info
Vanguard Total World Stock ETFVT
2.2%-19.2%3.7%0.07%-50.3%More Info
WisdomTree Efficient Gold + Equity ETFGDE0%-18.7%NA0.20%-32.0%More Info
The Private Shares FundPRIVX0%1.3%16.1%2.53%-7.5%More Info
Innovator Defined Wealth Shield ETFBALT0%2.4%NA0.69%-2.2%More Info
AlphaCentric Premium Opportunity FundHMXAX
0%-11.6%6.7%2.43%-16.9%More Info

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