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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
901
– –
0
902
$1K ﹤0.01%
3
903
$1K ﹤0.01%
3
+2
904
$1K ﹤0.01%
40
905
$1K ﹤0.01%
13
906
$1K ﹤0.01%
50
907
$1K ﹤0.01%
100
908
$1K ﹤0.01%
76
909
$1K ﹤0.01%
128
910
$1K ﹤0.01%
62
911
$1K ﹤0.01%
31
+10
912
$1K ﹤0.01%
42
913
$1K ﹤0.01%
28
+4
914
$1K ﹤0.01%
43
915
$1K ﹤0.01%
+301
916
$1K ﹤0.01%
+51
917
$1K ﹤0.01%
3
+2
918
$1K ﹤0.01%
19
919
$1K ﹤0.01%
100
920
$1K ﹤0.01%
30
921
– –
0
922
$1K ﹤0.01%
20
923
$1K ﹤0.01%
13
924
$1K ﹤0.01%
26
925
$1K ﹤0.01%
14
35 36
37
38 39