SFG
SageGuard Financial Group Portfolio holdings
AUM
$6.37M
This Quarter Return
+10.14%
1 Year Return
+21.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$208M
AUM Growth
–
Cap. Flow
+$208M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.33%
Holding
123
New
123
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$17.9M |
| 2 |
Duke Energy
DUK
|
$15.1M |
| 3 |
Merck
MRK
|
$14.2M |
| 4 |
Apple
AAPL
|
$10M |
| 5 |
Invesco Aerospace & Defense ETF
PPA
|
$9.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 13.13% |
| 2 | Technology | 11.16% |
| 3 | Healthcare | 10.75% |
| 4 | Utilities | 8.32% |
| 5 | Consumer Staples | 6.06% |
