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SS

SBI Securities Portfolio holdings

AUM $3.65B
1-Year Est. Return 41.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.9B
AUM Growth
+$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,347
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.67M
3
+$8.76M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$7.91M
5
NVDA icon
NVIDIA
NVDA
+$6.89M

Top Sells

1
+$35.4M
2
+$12.7M
3
+$9.43M
4
TGT icon
Target
TGT
+$7.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.68M

Sector Composition

1 Technology 29.37%
2 Communication Services 7.63%
3 Consumer Discretionary 7.28%
4 Financials 3.93%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$5.5K ﹤0.01%
368
+82
2002
$5.5K ﹤0.01%
32
+31
2003
$5.5K ﹤0.01%
223
-54
2004
$5.5K ﹤0.01%
1,072
+5
2005
$5.47K ﹤0.01%
242
-71
2006
$5.47K ﹤0.01%
121
-2
2007
$5.46K ﹤0.01%
119
+1
2008
$5.44K ﹤0.01%
1,047
2009
$5.39K ﹤0.01%
94
+75
2010
$5.39K ﹤0.01%
146
+4
2011
$5.39K ﹤0.01%
40
2012
$5.38K ﹤0.01%
56
+53
2013
$5.36K ﹤0.01%
400
-750
2014
$5.35K ﹤0.01%
1,837
+117
2015
$5.32K ﹤0.01%
133
+30
2016
$5.32K ﹤0.01%
644
-17
2017
$5.32K ﹤0.01%
+102
2018
$5.3K ﹤0.01%
29
2019
$5.29K ﹤0.01%
192
-53
2020
$5.28K ﹤0.01%
583
-58
2021
$5.26K ﹤0.01%
42
+10
2022
$5.25K ﹤0.01%
922
+1
2023
$5.25K ﹤0.01%
184
-1
2024
$5.25K ﹤0.01%
1,006
-1
2025
$5.25K ﹤0.01%
367
+260
79 80
81
82 83