ST

Sageworth Trust Portfolio holdings

AUM $2.33B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.99M
3
+$101K
4
INTC icon
Intel
INTC
+$93K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$58.8K

Top Sells

1
+$2.51M
2
+$1.48M
3
+$917K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$738K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$615K

Sector Composition

1 Healthcare 2.4%
2 Financials 0.41%
3 Industrials 0.14%
4 Technology 0.07%
5 Utilities 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$0 ﹤0.01%
+10
77
– –
0
1 2 3
4