SFG
SageGuard Financial Group Portfolio holdings
AUM
$6.37M
This Quarter Return
-1.25%
1 Year Return
+21.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$6.37M
AUM Growth
+$6.37M
(-97%)
Cap. Flow
-$213M
Cap. Flow
% of AUM
-3,343.57%
Top 10 Holdings %
Top 10 Hldgs %
78.32%
Holding
138
New
–
Increased
–
Reduced
15
Closed
123
Top Buys
No buys this quarter
Top Sells
| 1 |
Amazon
AMZN
|
$13.9M |
| 2 |
Invesco Aerospace & Defense ETF
PPA
|
$10.6M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$10.3M |
| 4 |
Apple
AAPL
|
$9.83M |
| 5 |
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% |
