SG

Sankala Group Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$1.78M
3 +$282K
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$253K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$241K

Top Sells

1 +$522K
2 +$102K
3 +$88K
4
AVGO icon
Broadcom
AVGO
+$81.9K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$61.9K

Sector Composition

1 Technology 5.53%
2 Consumer Discretionary 2.81%
3 Healthcare 2.07%
4 Consumer Staples 2.04%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOW icon
276
Lowe's Companies
LOW
$127B
$29.3K 0.02%
125
GRPZ icon
277
Invesco S&P SmallCap 600 GARP ETF
GRPZ
$2.98M
$29.2K 0.02%
1,076
-143
ASML icon
278
ASML
ASML
$603B
$29.2K 0.02%
22
-4
PG icon
279
Procter & Gamble
PG
$334B
$28.5K 0.02%
199
-7
AIRR icon
280
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$28.4K 0.02%
256
EMXC icon
281
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$28.2K 0.02%
366
KLAC icon
282
KLA
KLAC
$241B
$28K 0.02%
19
MRK icon
283
Merck
MRK
$275B
$27.7K 0.02%
229
BALL icon
284
Ball Corp
BALL
$15.4B
$26.9K 0.02%
448
QLTY icon
285
GMO US Quality ETF
QLTY
$4.23B
$26.8K 0.02%
752
+342
CCJ icon
286
Cameco
CCJ
$52.3B
$26.2K 0.02%
250
IJJ icon
287
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.41B
$26.2K 0.02%
200
ENPH icon
288
Enphase Energy
ENPH
$4.96B
$25.8K 0.02%
662
INTU icon
289
Intuit
INTU
$109B
$25.3K 0.02%
61
SENEA icon
290
Seneca Foods Class A
SENEA
$941M
$25.1K 0.02%
168
+9
WDAY icon
291
Workday
WDAY
$30.3B
$25K 0.02%
194
+97
CVS icon
292
CVS Health
CVS
$118B
$24.9K 0.02%
350
HIDE icon
293
Alpha Architect High Inflation and Deflation ETF
HIDE
$119M
$24.7K 0.02%
1,035
+152
ETHW
294
Bitwise Ethereum ETF
ETHW
$245M
$24.5K 0.02%
1,712
-887
MKTN
295
Federated Hermes MDT Market Neutral ETF
MKTN
$88.7M
$23.4K 0.02%
900
+165
ADM icon
296
Archer Daniels Midland
ADM
$38.5B
$23.1K 0.02%
313
-166
AMP icon
297
Ameriprise Financial
AMP
$41.7B
$22.6K 0.02%
51
IWM icon
298
iShares Russell 2000 ETF
IWM
$79.6B
$22.1K 0.02%
+90
SYK icon
299
Stryker
SYK
$108B
$21.7K 0.02%
66
NKE icon
300
Nike
NKE
$62.8B
$21.5K 0.02%
416