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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
651
$2K ﹤0.01%
+47
652
$2K ﹤0.01%
+88
653
$2K ﹤0.01%
+768
654
$2K ﹤0.01%
+78
655
$2K ﹤0.01%
+101
656
$2K ﹤0.01%
+319
657
$2K ﹤0.01%
+232
658
$2K ﹤0.01%
+382
659
$2K ﹤0.01%
+155
660
$2K ﹤0.01%
+27
661
$2K ﹤0.01%
+71
662
$2K ﹤0.01%
+367
663
$2K ﹤0.01%
+116
664
$2K ﹤0.01%
+143
665
$2K ﹤0.01%
+88
666
$2K ﹤0.01%
+283
667
$2K ﹤0.01%
+71
668
$2K ﹤0.01%
+255
669
$2K ﹤0.01%
+47
670
$2K ﹤0.01%
+43
671
$1K ﹤0.01%
+27
672
$1K ﹤0.01%
+64
673
$1K ﹤0.01%
+71
674
$1K ﹤0.01%
+1
675
$1K ﹤0.01%
+61
25 26
27
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