STCOSD
Sageworth Trust Company of South Dakota Portfolio holdings
AUM
$92.3M
1-Year Est. Return
13.94%
1 Year Est. Return
+13.94%
AUM
$83.2M
AUM Growth
+$4.12M
(+5.2%)
Holding
51
Top Buys
| 1 | +$1.28M | |
| 2 | +$1.04M | |
| 3 | +$679K | |
| 4 |
TSMC
TSM
|
+$419K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$318K |
Top Sells
| 1 | +$274K | |
| 2 | +$101K | |
| 3 | +$88.1K | |
| 4 |
SPDR Gold Trust
GLD
|
+$86.4K |
Sector Composition
| 1 | Consumer Discretionary | 6.03% |
| 2 | Financials | 3.7% |
| 3 | Industrials | 2.66% |
| 4 | Healthcare | 2.21% |
| 5 | Communication Services | 2.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-3,195
|
|