StockDriftsStockDriftsTop 16 Financial Discovery Group Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 28.54% | 121.3K | $12.2M | new | $100.52(-0.08%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 12.07% | 56.0K | $5.2M | new | $92.68(-0.95%) | 2026-03-31 | |
| XLP | SELECT SECTOR SPDR TR | 8.24% | 43.0K | $3.5M | new | $79.83(+6.46%) | 2026-03-31 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 8.23% | 116.6K | $3.5M | new | $28.74(-10.61%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 7.03% | 65.5K | $3.0M | new | $44.29(+3.32%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 6.74% | 47.1K | $2.9M | new | $52.98(+0.44%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 6.09% | 17.8K | $2.6M | new | $150.71(+8.65%) | 2026-03-31 | |
| SHV | ISHARES TR | 5.9% | 22.9K | $2.5M | new | $110.27(-0.16%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.75% | 16.5K | $1.6M | new | $96.58(+8.07%) | 2026-03-31 | |
| IWD | ISHARES TR | 3.72% | 7.4K | $1.6M | new | $212.00(+16.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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