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Cliff Shum

Shum Financial Group, Inc.

Assets Managed
$165.922M
Holdings
106
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
17.33%(2Q avg: 9.6%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Shum Financial Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Shum Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 165.922M in assets, with a quarterly growth rate of 17.33% and a 2-quarter average growth rate of 9.6%. The portfolio is managed by Cliff Shum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.04%
8.57%
$14.208M
49,101 shares@ $289.36 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 3.59%
7.18%
$11.908M
155,552 shares@ $76.56 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 5.75%
4.29%
$7.103M
32,369 shares@ $219.44 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Decreased -1.79%
3.29%
$5.452M
94,534 shares@ $57.67 avg price
IGLB
Ishares 10+ Year Inv Gr Corp
Recent Activity
Decreased -1.85%
2.96%
$4.895M
97,816 shares@ $50.05 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.78%
2.92%
$4.833M
12,956 shares@ $373.01 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 10.81%
2.86%
$4.732M
95,491 shares@ $49.55 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 9.93%
2.85%
$4.719M
23,585 shares@ $200.1 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 6.69%
2.64%
$4.378M
84,553 shares@ $51.79 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 7.28%
2.51%
$4.159M
68,415 shares@ $60.79 avg price

1-10 of 106