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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
PTF icon
126
Invesco Dorsey Wright Technology Momentum ETF
PTF
$629M
$180K 0.15%
2,074
+189
+10% +$16.5K
TIP icon
127
iShares TIPS Bond ETF
TIP
$14.7B
$175K 0.14%
1,594
– –
VIS icon
128
Vanguard Industrials ETF
VIS
$8.53B
$172K 0.14%
552
– –
IBIT icon
129
iShares Bitcoin Trust
IBIT
$47.7B
$171K 0.14%
4,542
– –
FLSW icon
130
Franklin FTSE Switzerland ETF
FLSW
$84.6M
$168K 0.14%
4,235
+624
+17% +$26.4K
GVLU icon
131
Gotham 1000 Value ETF
GVLU
$295M
$167K 0.14%
6,662
+758
+13% +$19.5K
VV icon
132
Vanguard Morningstar Large-Cap ETF
VV
$54.6B
$164K 0.13%
556
– –
CME icon
133
CME Group
CME
$93.8B
$164K 0.13%
549
+126
+30% +$37.4K
PDD icon
134
Pinduoduo
PDD
$130B
$160K 0.13%
1,574
+315
+25% +$33.1K
HAPI icon
135
Harbor Human Capital Factor US Large Cap ETF
HAPI
$506M
$158K 0.13%
4,063
+326
+9% +$13.4K
IHI icon
136
iShares US Medical Devices ETF
IHI
$3.46B
$157K 0.13%
2,931
– –
TJX icon
137
TJX Companies
TJX
$174B
$154K 0.13%
981
-19
-2% -$2.96K
MSMR icon
138
McElhenny Sheffield Managed Risk ETF
MSMR
$185M
$154K 0.13%
4,495
-858
-16% -$30.3K
SOXQ icon
139
Invesco PHLX Semiconductor ETF
SOXQ
$2.87B
$153K 0.12%
2,575
+503
+24% +$31.2K
GBTC icon
140
Grayscale Bitcoin Trust
GBTC
$9.63B
$150K 0.12%
2,914
– –
MTUM icon
141
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$149K 0.12%
624
-91
-13% -$22.9K
SPTM icon
142
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$147K 0.12%
1,884
– –
PEP icon
143
PepsiCo
PEP
$188B
$146K 0.12%
959
-64
-6% -$9.97K
JPST icon
144
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$146K 0.12%
2,884
+9
+0.3% +$456
EFAX icon
145
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$518M
$145K 0.12%
2,996
+430
+17% +$22.4K
GOOG icon
146
Alphabet (Google) Class C
GOOG
$4.28T
$143K 0.12%
514
– –
AXP icon
147
American Express
AXP
$231B
$142K 0.12%
480
– –
HLI icon
148
Houlihan Lokey
HLI
$8.83B
$140K 0.11%
990
-44
-4% -$7.24K
EMSF icon
149
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$46.1M
$137K 0.11%
4,488
-316
-7% -$10K
BIL icon
150
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$137K 0.11%
1,490
-6
-0.4% -$549
4 5
6
7 8

Similar funds

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
OCM
Osbon Capital Management Boston, Massachusetts $123M AUM
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.