StockDriftsStockDriftsTop 50 Sun Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTHI | FIRST TR EXCHANGE TRADED FD | 4.84% | 401.9K | $9.7M | +8.40%(+31.15K) | $23.64(+1.03%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.77% | 228.0K | $7.5M | +3.64%(+8.01K) | $29.38(+10.81%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.73% | 205.6K | $7.4M | +5.81%(+11.30K) | $33.85(+6.54%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.01% | 118.9K | $6.0M | +41.39%(+34.82K) | $50.64(-0.28%) | 2026-03-31 | |
| GRNJ | TIDAL TRUST III | 2.87% | 183.0K | $5.7M | +5.55%(+9.62K) | $25.54(+19.13%) | 2026-03-31 | |
| IEF | ISHARES TR | 2.74% | 58.0K | $5.5M | -1.09%(-639) | $96.31(-2.91%) | 2026-03-31 | |
| FTQI | FIRST TR EXCHANGE TRADED FD | 2.68% | 245.9K | $5.3M | +1.37%(+3.32K) | $20.71(+4.32%) | 2026-03-31 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 2.55% | 243.6K | $5.1M | +6.08%(+13.96K) | $21.26(-2.45%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.24% | 19.0K | $4.5M | +0.34%(+64) | $186.52(+20.80%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.16% | 10.7K | $4.3M | -2.71%(-299) | $278.05(+42.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.55% | -33.13% |
| Top 20 Holdings Unweighted | -15.90% | -40.52% |
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