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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
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54
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60
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61
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62
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63
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64
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66
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67
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74
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75
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-4,050
1 2
3
4 5