SBL
Sargent Bickham Lagudis Portfolio holdings
AUM
$1.22B
1-Year Return
14.94%
This Quarter Return
+2.71%
1 Year Return
-14.94%
3 Year Return
+19.1%
5 Year Return
+40.36%
10 Year Return
–
AUM
$665K
AUM Growth
-$644M
(-100%)
Cap. Flow
-$38.3M
Cap. Flow
% of AUM
-5,756.26%
Top 10 Holdings %
Top 10 Hldgs %
36.41%
Holding
859
New
113
Increased
137
Reduced
228
Closed
99
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.26M |
| 2 |
Biogen
BIIB
|
$2.32M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.92M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.68M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.61M |
Sector Composition
| 1 | Healthcare | 5.14% |
| 2 | Consumer Discretionary | 4.65% |
| 3 | Financials | 4.29% |
| 4 | Consumer Staples | 3.25% |
| 5 | Technology | 3.17% |
