StockDriftsStockDriftsTop 50 Shum Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.72% | 48.6K | $12.3M | +42.11%(+14.40K) | $228.86(+30.59%) | 2026-03-31 | |
| EFV | ISHARES TR | 7.89% | 150.2K | $11.2M | +1.88%(+2.78K) | $60.36(+30.13%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.15% | 30.6K | $5.9M | +1.70%(+513) | $175.92(+19.92%) | 2026-03-31 | |
| IGLB | ISHARES TR | 3.5% | 99.7K | $4.9M | +1.47%(+1.45K) | $51.77(-4.36%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 3.29% | 96.3K | $4.7M | +0.08%(+77) | $43.53(+20.85%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.24% | 12.4K | $4.6M | +10.06%(+1.13K) | $438.36(-7.56%) | 2026-03-31 | |
| IQLT | ISHARES TR | 2.82% | 86.2K | $4.0M | +4.20%(+3.47K) | $41.28(+19.62%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 2.7% | 26.2K | $3.8M | -1.31%(-347) | $134.75(+9.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.65% | 21.5K | $3.7M | +11.77%(+2.26K) | $130.37(+73.22%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.63% | 79.3K | $3.7M | +2.56%(+1.98K) | $40.00(+30.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.16% | -11.96% |
| Top 20 Holdings Unweighted | -3.45% | -10.01% |
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