SBL
Sargent Bickham Lagudis Portfolio holdings
AUM
$1.22B
1-Year Est. Return
14.94%
1 Year Est. Return
-14.94%
AUM
$933M
AUM Growth
+$155M
(+20%)
Holding
851
Top Buys
| 1 | +$16M | |
| 2 | +$14.5M | |
| 3 | +$10.4M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$9.2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$5.01M |
Top Sells
| 1 | +$7.13M | |
| 2 | +$4.89M | |
| 3 | +$3.87M | |
| 4 |
Booking.com
BKNG
|
+$3.01M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$2.99M |
Sector Composition
| 1 | Technology | 5.88% |
| 2 | Healthcare | 5.7% |
| 3 | Financials | 4.48% |
| 4 | Consumer Discretionary | 4.43% |
| 5 | Communication Services | 2.75% |