SAIG

Semper Augustus Investments Group Portfolio holdings

AUM $870M
1-Year Est. Return 55.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.4M
3
+$16.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$14.2M
5
NEM icon
Newmont
NEM
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 43.08%
2 Energy 17.59%
3 Materials 10.74%
4 Healthcare 10.31%
5 Technology 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$846K 0.5%
+10,000
27
$821K 0.48%
+12,868
28
$560K 0.33%
+283,455
29
$257K 0.15%
+5,000
30
$239K 0.14%
+5,000
1
2