SFSLX Mutual Fund

NAV$24.12
Showing 10 of 43 holdings(as of Mar 31, 2026)Top 10 Weight: 55.29%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1JPM:USJp Morgan Chase & Co10.43%33,696$9.91M-FinancialsBanks
2CBChubb Ltd.6.29%18,348$5.98M-UnknownUnknown
3VVisa Inc. Class A ( V )6.04%19,000$5.74MProProPro
4BAC.KBank Of America Corp5.83%113,700$5.54MProProPro
5BRK.BBrk/B5.29%10,500$5.03MProProPro
6ICENysintercontinental Exchange Inc5.19%31,365$4.93MProProPro
7QCRHQcr Holdings Inc4.80%53,407$4.56MProProPro
8CCBCoastal Financial Corp/Wa Common Stock4.20%52,400$3.99MProProPro
9FITBFifth Third Bancorp4.00%81,800$3.80MProProPro
10SCHWCharles Schwab Corp.3.22%32,596$3.06MProProPro
See the other 33 holdings of SFSLX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Top Holdings Themes

Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPaymentsConsumer SpendingInternet & DigitalCybersecurityLending & CreditDerivatives TradingData & AnalyticsRegulatory TechnologyETF Providers

SFSLX Mutual Fund Top Holdings

SFSLX holdings top 10 positions. The top 10 holdings account for 55.3% of the fund, led by Jp Morgan Chase & Co at 10.4%, Chubb Ltd. at 6.3%, Visa Inc. Class A ( V ) at 6.0%.

SFSLX portfolio concentration is relatively high, with the top 10 representing 55.3% of total assets. The largest sector exposure is Financials at 75.1%.

SFSLX sector allocation provides a detailed breakdown. SFSLX overlap tool shows how holdings compare to other funds in your portfolio.