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SBL

Sargent Bickham Lagudis Portfolio holdings

AUM $1.22B
1-Year Est. Return 14.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$5.81M
3
+$4.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.09M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.99M

Top Sells

1
+$18.5M
2
+$3.22M
3
+$3.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.99M
5
FIS icon
Fidelity National Information Services
FIS
+$2.92M

Sector Composition

1 Technology 6.9%
2 Healthcare 6.27%
3 Financials 5.24%
4 Consumer Discretionary 4.62%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
15
+5
877
$3K ﹤0.01%
100
878
$2K ﹤0.01%
+45
879
$2K ﹤0.01%
27
880
$2K ﹤0.01%
8
881
$2K ﹤0.01%
60
882
$2K ﹤0.01%
17
883
$2K ﹤0.01%
50
884
$2K ﹤0.01%
+100
885
$2K ﹤0.01%
30
886
$2K ﹤0.01%
301
887
$2K ﹤0.01%
100
888
$2K ﹤0.01%
35
889
$2K ﹤0.01%
20
890
$2K ﹤0.01%
125
891
$2K ﹤0.01%
100
892
$2K ﹤0.01%
44
893
$2K ﹤0.01%
+39
894
$2K ﹤0.01%
20
895
$2K ﹤0.01%
+400
896
$2K ﹤0.01%
101
-100
897
$2K ﹤0.01%
20
898
$2K ﹤0.01%
6
899
$2K ﹤0.01%
450
900
$1K ﹤0.01%
5
34 35
36
37 38