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SG

Sankala Group Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$122M
AUM Growth
-$2.63M
Cap. Flow
+$6.01M
Cap. Flow %
4.91%
Top 10 Hldgs %
34.6%
Holding
581
New
11
Increased
143
Reduced
93
Closed
26

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.82M
2
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$1.78M
3
AFSS
AmTrust Financial Services, Inc.
AFSS
+$282K
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$253K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$241K

Top Sells

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$522K
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$102K
3
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$88K
4
AVGO icon
Broadcom
AVGO
+$81.9K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$61.9K

Sector Composition

Rank Sector Weight
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
SPMO icon
76
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$358K 0.29%
3,212
+474
+17% +$56K
VWO icon
77
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$354K 0.29%
6,697
– –
SPSM icon
78
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$354K 0.29%
7,390
-21
-0.3% -$1.04K
GILD icon
79
Gilead Sciences
GILD
$167B
$348K 0.28%
2,540
-86
-3% -$12K
GIS icon
80
General Mills
GIS
$20B
$341K 0.28%
9,268
-1,412
-13% -$61.3K
BTC
81
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$335K 0.27%
11,410
+2,358
+26% +$79.7K
IDMO icon
82
Invesco S&P International Developed Momentum ETF
IDMO
$4.24B
$328K 0.27%
6,135
+801
+15% +$45.8K
IGV icon
83
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$325K 0.27%
4,182
-5,901
-59% -$522K
VXUS icon
84
Vanguard Total International Stock ETF
VXUS
$162B
$318K 0.26%
4,225
– –
VDE icon
85
Vanguard Energy ETF
VDE
$10.5B
$313K 0.26%
1,769
-7
-0.4% -$1.06K
VO icon
86
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$307K 0.25%
4,300
+36
+0.8% +$2.67K
EMEQ
87
Nomura Focused Emerging Markets Equity ETF
EMEQ
$581M
$303K 0.25%
6,794
+1,093
+19% +$51.1K
VTIP icon
88
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$298K 0.24%
5,991
-876
-13% -$43.6K
BITB icon
89
Bitwise Bitcoin ETF
BITB
$2.44B
$298K 0.24%
8,265
-536
-6% -$22.2K
FGDL icon
90
Franklin Responsibly Sourced Gold ETF
FGDL
$452M
$293K 0.24%
4,863
-54
-1% -$3.51K
SCCO icon
91
Southern Copper
SCCO
$162B
$292K 0.24%
1,814
+27
+2% +$4.88K
SLV icon
92
iShares Silver Trust
SLV
$31.5B
$289K 0.24%
4,501
+1,000
+29% +$76K
AFSS
93
DELISTED
AmTrust Financial Services, Inc.
AFSS
$282K 0.23%
+17,434
New +$282K
VGSH icon
94
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$281K 0.23%
4,810
+174
+4% +$10.2K
AVGO icon
95
Broadcom
AVGO
$1.99T
$276K 0.23%
910
-249
-21% -$81.9K
SCHD icon
96
Schwab US Dividend Equity ETF
SCHD
$107B
$266K 0.22%
8,687
+700
+9% +$21.2K
SPGP icon
97
Invesco S&P 500 GARP ETF
SPGP
$2.32B
$263K 0.22%
2,482
+168
+7% +$19.1K
VYM icon
98
Vanguard High Dividend Yield ETF
VYM
$83.9B
$263K 0.21%
1,788
– –
RGLD icon
99
Royal Gold
RGLD
$19.7B
$257K 0.21%
1,094
-17
-2% -$4.51K
RISR icon
100
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$316M
$256K 0.21%
7,010
+1,940
+38% +$69.8K
2 3
4
5 6

Similar funds

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
OCM
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MSAGDF
Moneda SA Administradora General de Fondos Las Condes, Santiago, Chile $123M AUM 24.42% 1-Year Est. Return
GAFA
Garton & Associates Financial Advisors Louisville, Kentucky $122M AUM
KAM
Karani Asset Management New York $122M AUM 30.61% 1-Year Est. Return
MFC
Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return
BCM
Boreal Capital Management Miami, Florida $123M AUM 13.64% 1-Year Est. Return
APC
Aristotle Pacific Capital Newport Beach, California $123M AUM 0.73% 1-Year Est. Return

Sankala Group's Q1 2026 Portfolio in Review

As of Q1 2026, Sankala Group held 581 positions worth $122M, down 2.1% from $125M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Sankala Group deployed $6.01M of net new capital in Q1 2026, opening 11 new positions and adding to 143 existing holdings. Its largest new stake was AmTrust Financial Services, Inc.: 17,434 shares worth $282K.

By sector, the portfolio is most concentrated in Technology at 5.5% of assets, down from 5.9% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was iShares Expanded Tech-Software Sector ETF, an estimated $522K trimmed.

  • Sankala Group's largest Q1 2026 buy was AmTrust Financial Services, Inc.: 17,434 shares worth $282K.
  • Sankala Group added most to WisdomTree Floating Rate Treasury Fund in Q1 2026, an estimated $1.82M increase.
  • Sankala Group's biggest Q1 2026 reduction was iShares Expanded Tech-Software Sector ETF, cutting an estimated $522K.
  • Sankala Group fully exited Cheniere Energy in Q1 2026, selling an estimated $42K.
  • Sankala Group's ten largest holdings make up 35% of its $122M portfolio in Q1 2026.
  • Sankala Group opened 11 new positions and closed 26 in Q1 2026.
  • Sankala Group's portfolio value fell 2.1% quarter-over-quarter to $122M.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.