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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
$65M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$3.32M
3
+$2.43M
4
LHX icon
L3Harris
LHX
+$1.97M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.64M

Top Sells

1
+$183K

Sector Composition

1 Consumer Discretionary 15.23%
2 Healthcare 13.58%
3 Industrials 10.86%
4 Financials 7.65%
5 Technology 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3K ﹤0.01%
+160
602
$3K ﹤0.01%
+179
603
$3K ﹤0.01%
+47
604
$3K ﹤0.01%
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605
$3K ﹤0.01%
+74
606
$3K ﹤0.01%
+15
607
$3K ﹤0.01%
+140
608
$3K ﹤0.01%
+143
609
$3K ﹤0.01%
+259
610
$3K ﹤0.01%
+149
611
$3K ﹤0.01%
+327
612
$3K ﹤0.01%
+47
613
$3K ﹤0.01%
+88
614
$3K ﹤0.01%
+343
615
$3K ﹤0.01%
+71
616
$3K ﹤0.01%
+184
617
$3K ﹤0.01%
+300
618
$3K ﹤0.01%
+197
619
$3K ﹤0.01%
+40
620
$3K ﹤0.01%
+71
621
$3K ﹤0.01%
+92
622
$3K ﹤0.01%
+71
623
$3K ﹤0.01%
+40
624
$2K ﹤0.01%
+68
625
$2K ﹤0.01%
+41
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