SS

SG Select Portfolio holdings

AUM $6.12M
1-Year Est. Return 9.47%
This Quarter Est. Return
1 Year Est. Return
+9.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.74M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$456K
3
+$432K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$320K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$316K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$461K 16.8%
+21,968
2
$456K 16.62%
+6,017
3
$432K 15.74%
+6,513
4
$320K 11.66%
+7,086
5
$316K 11.52%
+13,670
6
$281K 10.24%
+8,827
7
$267K 9.73%
+1,126
8
$211K 7.69%
+32,586