Shum Financial Group, Inc.
RIA/Wealth
Shum Financial Group, Inc. is a RIA/Wealth based in Alameda, CA led by Cliff Wingyin Shum, reporting $287.1M in AUM as of Q3 2025 with 47% ETF concentration.
PresidentCliff Wingyin Shum
- Portfolio Value
- $134.0M
- Positions
- 94
- Top Holding
- EFV at 7.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Shum Financial Group, Inc.'s portfolio (39.9% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.6M | 7.19% | +$4.2M Bought | — 142.1K shares | |
Consumer Electronics Technology | $9.0M | 6.70% | +$90.6K Bought | 0.00% 35.3K shares | |
ETF ETF | $5.7M | 4.28% | +$44.2K Bought | — 29.5K shares | |
Software - Infrastructure Technology | $5.7M | 4.25% | +$54.9K Bought | 0.00% 11.0K shares | |
ETF ETF | $5.0M | 3.74% | -$65.1K Sold | — 97.3K shares | |
ETF ETF | $4.5M | 3.35% | -$120.1K Sold | — 97.0K shares | |
ETF ETF | $3.7M | 2.72% | +$51.1K Bought | — 26.1K shares | |
Semiconductors Technology | $3.5M | 2.63% | +$69.6K Bought | 0.00% 18.9K shares | |
ETF ETF | $3.4M | 2.57% | -$53.5K Sold | — 73.5K shares | |
Banks - Diversified Financial Services | $3.3M | 2.48% | -$119.2K Sold | 0.00% 10.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Shum Financial Group, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-67.07% | |
-42.41% | |
-37.54% | |
-32.69% | |
-28.82% |
Analytics
Portfolio insights and performance metrics for Shum Financial Group, Inc.
GthenA