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
$15M
AUM Growth
+$382K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$439K
2 +$101K
3 +$10K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.25M 41.76%
61,734
-1,000
2
$4.56M 30.51%
20,478
-45
3
$3.69M 24.65%
56,137
-6,679
4
$301K 2.01%
700
5
$118K 0.79%
275
6
$42K 0.28%
106