SFG

SageGuard Financial Group Portfolio holdings

AUM $628M
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
$628M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$39.4M
2 +$26.3M
3 +$25.8M
4
WMT icon
Walmart Inc
WMT
+$22.9M
5
AMZN icon
Amazon
AMZN
+$22.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.14%
2 Consumer Staples 11.37%
3 Industrials 8.04%
4 Financials 7.53%
5 Consumer Discretionary 6.15%