SBL

Sargent Bickham Lagudis Portfolio holdings

AUM $1.22B
1-Year Est. Return 14.94%
This Quarter Est. Return
1 Year Est. Return
-14.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$13.6M
3 +$5.99M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$5.12M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$4.97M

Top Sells

1 +$17.5M
2 +$5.57M
3 +$5.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.78M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.99M

Sector Composition

1 Healthcare 5.62%
2 Technology 5.11%
3 Financials 4.77%
4 Consumer Discretionary 3.28%
5 Industrials 2.31%