SG

Sankala Group Portfolio holdings

AUM $125M
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
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.88%
2 Consumer Discretionary 2.89%
3 Consumer Staples 2.43%
4 Healthcare 2.22%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IHI icon
126
iShares US Medical Devices ETF
IHI
$3.25B
$176K 0.14%
+2,931
VV icon
127
Vanguard Large-Cap ETF
VV
$45.6B
$175K 0.14%
+556
PEP icon
128
PepsiCo
PEP
$207B
$174K 0.14%
+1,023
PTF icon
129
Invesco Dorsey Wright Technology Momentum ETF
PTF
$436M
$174K 0.14%
+1,885
HLI icon
130
Houlihan Lokey
HLI
$9.9B
$169K 0.14%
+1,034
QGRW icon
131
WisdomTree US Quality Growth Fund
QGRW
$2.12B
$169K 0.14%
+2,985
IBIT icon
132
iShares Bitcoin Trust
IBIT
$55.7B
$169K 0.14%
+4,542
EMSF icon
133
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$35.2M
$165K 0.13%
+4,804
INTC icon
134
Intel
INTC
$236B
$164K 0.13%
+3,604
FLSW icon
135
Franklin FTSE Switzerland ETF
FLSW
$76.5M
$163K 0.13%
+3,611
TJX icon
136
TJX Companies
TJX
$177B
$162K 0.13%
+1,000
GOOG icon
137
Alphabet (Google) Class C
GOOG
$3.5T
$160K 0.13%
+514
SPTM icon
138
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$157K 0.13%
+1,884
GVLU icon
139
Gotham 1000 Value ETF
GVLU
$211M
$157K 0.13%
+5,904
HAPI icon
140
Harbor Human Capital Factor US Large Cap ETF
HAPI
$436M
$156K 0.12%
+3,737
GBTC icon
141
Grayscale Bitcoin Trust
GBTC
$28.2B
$149K 0.12%
+2,914
AXP icon
142
American Express
AXP
$206B
$148K 0.12%
+480
JPST icon
143
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
$146K 0.12%
+2,875
GXPS
144
Global X PureCap MSCI Consumer Staples ETF
GXPS
$45.6M
$141K 0.11%
+4,954
EFAX icon
145
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$467M
$140K 0.11%
+2,566
NFLX icon
146
Netflix
NFLX
$390B
$139K 0.11%
+1,446
BIL icon
147
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.3B
$137K 0.11%
+1,496
SMCI icon
148
Super Micro Computer
SMCI
$14.4B
$136K 0.11%
+4,205
LLY icon
149
Eli Lilly
LLY
$818B
$136K 0.11%
+129
CME icon
150
CME Group
CME
$105B
$135K 0.11%
+423