STCOSD

Sageworth Trust Company of South Dakota Portfolio holdings

AUM $92.3M
1-Year Est. Return 13.94%
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.6M
AUM Growth
+$483K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$160K
2 +$43.8K
3 +$26.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.97M 40.95%
62,734
2
$4.24M 29.1%
20,523
-212
3
$3.94M 27.02%
62,816
-418
4
$278K 1.91%
700
5
$109K 0.75%
275
6
$39K 0.27%
106
7
-1,646