NYSE · US Equities - Quant Strat · USA
The companies inside SFLR trade 19% above what we estimate they are worth. We could give a verdict on 97% of the fund's weight: 197 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 15% in companies in the buy zone, 9% about fairly valued, 73% overvalued, 3% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 0.89% a year: on $10,000 held flat that is $890 over 10 years and $1,780 over 20.