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
SPMO icon
76
Invesco S&P 500 Momentum ETF
SPMO
$18.3B
$358K 0.29%
3,212
+474
VWO icon
77
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$354K 0.29%
6,697
SPSM icon
78
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.4B
$354K 0.29%
7,390
-21
GILD icon
79
Gilead Sciences
GILD
$166B
$348K 0.28%
2,540
-86
GIS icon
80
General Mills
GIS
$18B
$341K 0.28%
9,268
-1,412
BTC
81
Grayscale Bitcoin Mini Trust ETF
BTC
$4.34B
$335K 0.27%
11,410
+2,358
IDMO icon
82
Invesco S&P International Developed Momentum ETF
IDMO
$3.71B
$328K 0.27%
6,135
+801
IGV icon
83
iShares Expanded Tech-Software Sector ETF
IGV
$12.8B
$325K 0.27%
4,182
-5,901
VXUS icon
84
Vanguard Total International Stock ETF
VXUS
$150B
$318K 0.26%
4,225
VDE icon
85
Vanguard Energy ETF
VDE
$9.97B
$313K 0.26%
1,769
-7
VO icon
86
Vanguard Mid-Cap ETF
VO
$100B
$307K 0.25%
1,075
+9
EMEQ
87
Nomura Focused Emerging Markets Equity ETF
EMEQ
$531M
$303K 0.25%
6,794
+1,093
VTIP icon
88
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18B
$298K 0.24%
5,991
-876
BITB icon
89
Bitwise Bitcoin ETF
BITB
$3.15B
$298K 0.24%
8,265
-536
FGDL icon
90
Franklin Responsibly Sourced Gold ETF
FGDL
$488M
$293K 0.24%
4,863
-54
SCCO icon
91
Southern Copper
SCCO
$153B
$292K 0.24%
1,775
+26
SLV icon
92
iShares Silver Trust
SLV
$41.7B
$289K 0.24%
4,501
+1,000
AFSS
93
DELISTED
AmTrust Financial Services, Inc.
AFSS
$282K 0.23%
+17,434
VGSH icon
94
Vanguard Short-Term Treasury ETF
VGSH
$29.1B
$281K 0.23%
4,810
+174
AVGO icon
95
Broadcom
AVGO
$2.03T
$276K 0.23%
910
-249
SCHD icon
96
Schwab US Dividend Equity ETF
SCHD
$90.8B
$266K 0.22%
8,687
+700
SPGP icon
97
Invesco S&P 500 GARP ETF
SPGP
$2.19B
$263K 0.22%
2,482
+168
VYM icon
98
Vanguard High Dividend Yield ETF
VYM
$76.8B
$263K 0.21%
1,788
RGLD icon
99
Royal Gold
RGLD
$20.8B
$257K 0.21%
1,094
-17
RISR icon
100
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$231M
$256K 0.21%
7,010
+1,940
2 3
4
5 6