SFG

SageGuard Financial Group Portfolio holdings

AUM $6.37M
1-Year Est. Return 21.24%
This Quarter Est. Return
1 Year Est. Return
+21.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.7M
3 +$1.64M
4
CAT icon
Caterpillar
CAT
+$1.62M
5
BKNG icon
Booking.com
BKNG
+$637K

Top Sells

1 +$5.61M
2 +$4.07M
3 +$1.06M
4
CRM icon
Salesforce
CRM
+$870K
5
PFE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$205K 0.1%
+1,069
127
$205K 0.1%
+3,313
128
$202K 0.09%
+5,567
129
$186K 0.09%
4,871
-222
130
$108K 0.05%
14,242
131
$23K 0.01%
+4,615
132
-5,206
133
-1,966
134
-108
135
-1,414
136
-3,179
137
-200