SBL
Sargent Bickham Lagudis Portfolio holdings
AUM
$1.22B
1-Year Est. Return
14.94%
This Fund
S&P 500
1 Year Est. Return
-14.94%
AUM
$777M
AUM Growth
-$125M
(-14%)
Holding
1,026
Top Buys
| 1 | +$10.5M | |
| 2 | +$9.55M | |
| 3 | +$4.69M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$3.54M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$3.53M |
Top Sells
| 1 | +$414M | |
| 2 | +$15.5M | |
| 3 | +$11.5M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.61M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.53M |
Sector Composition
| 1 | Healthcare | 6.16% |
| 2 | Technology | 5.43% |
| 3 | Financials | 4.75% |
| 4 | Consumer Discretionary | 4.04% |
| 5 | Communication Services | 2.56% |