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SFG

SageGuard Financial Group Portfolio holdings

AUM $646M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.37M
AUM Growth
-$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$14.6M
2
+$10.6M
3
+$10.3M
4
AAPL icon
Apple
AAPL
+$9.83M
5
DUK icon
Duke Energy
DUK
+$9.65M

Sector Composition

1 Industrials 5.22%
2 Technology 5.18%
3 Consumer Discretionary 4.85%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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-27,679
28
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29
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30
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31
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32
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33
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-19,500
34
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35
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-4,819
36
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-3,876
37
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-8,138
38
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-1
39
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-21,789
40
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-2,867
41
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-1,000
42
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43
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44
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-26,078
45
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46
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47
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48
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-2,831
49
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50
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-97,765
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