SFAM, LLC - Portfolio overview

SFAM, LLC has 268 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. VV - Vanguard Large Cap, 23.94%
  2. AGG - iShares Core US Bond, 12.59%
  3. SMMD - iShares Russell 2500, 12.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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