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STCOSD

Sageworth Trust Company of South Dakota Portfolio holdings

AUM $126M
1-Year Est. Return 23.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.5M
AUM Growth
-$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.11M
3
+$1.82M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.01M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$913K

Top Sells

1
+$2.85M
2
+$1.85M
3
+$429K
4
TRV icon
Travelers Companies
TRV
+$418K
5
BDX icon
Becton Dickinson
BDX
+$217K

Sector Composition

1 Consumer Discretionary 10.77%
2 Healthcare 9.54%
3 Industrials 8.82%
4 Financials 3.98%
5 Communication Services 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
78
377
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19
-21
378
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52
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379
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13
-3
380
$2K ﹤0.01%
41
381
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32
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382
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21
384
$2K ﹤0.01%
42
385
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151
386
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52
387
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5
388
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20
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$2K ﹤0.01%
21
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$2K ﹤0.01%
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391
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394
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131
+40
395
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70
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$2K ﹤0.01%
23
-4
397
$2K ﹤0.01%
10
398
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79
399
$2K ﹤0.01%
98
-18
400
$2K ﹤0.01%
7
14 15
16
17 18