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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
676
$1K ﹤0.01%
+47
677
$1K ﹤0.01%
+111
678
$1K ﹤0.01%
+47
679
$1K ﹤0.01%
+97
680
$1K ﹤0.01%
+8
681
$1K ﹤0.01%
+443
682
$1K ﹤0.01%
+78
683
$1K ﹤0.01%
+71
684
$1K ﹤0.01%
+111
685
$1K ﹤0.01%
+190
686
$1K ﹤0.01%
+54
687
$1K ﹤0.01%
+81
688
$1K ﹤0.01%
+179
689
$1K ﹤0.01%
+64
690
$1K ﹤0.01%
+44
691
$1K ﹤0.01%
+27
692
$1K ﹤0.01%
+126
693
$1K ﹤0.01%
+27
694
$1K ﹤0.01%
+57
695
$1K ﹤0.01%
+40
696
$1K ﹤0.01%
+111
697
$1K ﹤0.01%
+518
698
$1K ﹤0.01%
+44
699
$1K ﹤0.01%
+88
700
$1K ﹤0.01%
+64
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