STCOSD
Sageworth Trust Company of South Dakota Portfolio holdings
AUM
$106M
1-Year Est. Return
16.76%
1 Year Est. Return
+16.76%
AUM
$92.3M
AUM Growth
+$9.09M
(+11%)
Holding
52
Top Buys
| 1 | +$4.66M | |
| 2 | +$708K | |
| 3 | +$424K | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$245K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$238K |
Top Sells
| 1 | +$4.11M | |
| 2 | +$209K | |
| 3 | +$177K | |
| 4 |
TSMC
TSM
|
+$147K |
| 5 |
Blackrock
BLK
|
+$139K |
Sector Composition
| 1 | Consumer Discretionary | 5.92% |
| 2 | Financials | 3.13% |
| 3 | Industrials | 2.66% |
| 4 | Communication Services | 2.1% |
| 5 | Healthcare | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard International High Dividend Yield ETF
VYMI
$12.5B
| – | – |
-55,817
|
|
||
52
Fortive
FTV
$16.3B
| – | – |
-3,791
|
|