SFG
SageGuard Financial Group Portfolio holdings
AUM
$628M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$628M
AUM Growth
–
Holding
177
Top Buys
| 1 | +$39.4M | |
| 2 | +$26.3M | |
| 3 | +$25.8M | |
| 4 |
Walmart Inc
WMT
|
+$22.9M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Kimbell Royalty Partners
KRP
$1.28B
| $134K | 0.02% |
+11,353
|
|
||
177
Copel
ELPC
$7.58B
| $127K | 0.02% |
+13,392
|
|