SFG
SageGuard Financial Group Portfolio holdings
AUM
$6.37M
This Quarter Return
+4.53%
1 Year Return
+21.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
+$215M
(+3.5%)
Cap. Flow
+$584K
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
43.29%
Holding
137
New
14
Increased
63
Reduced
46
Closed
6
Top Buys
| 1 |
Microsoft
MSFT
|
$1.86M |
| 2 |
Apple
AAPL
|
$1.7M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.64M |
| 4 |
Caterpillar
CAT
|
$1.62M |
| 5 |
Booking.com
BKNG
|
$637K |
Top Sells
| 1 |
Merck
MRK
|
$5.61M |
| 2 |
Duke Energy
DUK
|
$4.07M |
| 3 |
Amazon
AMZN
|
$1.06M |
| 4 |
Salesforce
CRM
|
$870K |
| 5 |
Pfizer
PFE
|
$619K |
Sector Composition
| 1 | Consumer Discretionary | 12.51% |
| 2 | Technology | 12% |
| 3 | Healthcare | 7.55% |
| 4 | Utilities | 6.5% |
| 5 | Consumer Staples | 5.59% |
