SBL

Sargent Bickham Lagudis Portfolio holdings

AUM $1.22B
1-Year Est. Return 14.94%
This Quarter Est. Return
1 Year Est. Return
-14.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1 +$6.23M
2 +$6.07M
3 +$3.52M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.03M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.71M

Sector Composition

1 Healthcare 5.73%
2 Financials 4.62%
3 Consumer Discretionary 4.43%
4 Consumer Staples 3.59%
5 Technology 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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+500
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