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
$14.7M
AUM Growth
-$279K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$49.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.12M 41.69%
61,241
-493
2
$4.55M 30.98%
20,478
3
$3.55M 24.19%
56,137
4
$302K 2.06%
700
5
$118K 0.8%
275
6
$42K 0.29%
106