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
$4.13M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$402K
2
+$334K
3
+$333K
4
SH icon
ProShares Short S&P500
SH
+$237K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$653

Top Sells

1
+$30.2K
2
+$12.1K
3
+$11.6K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$10.8K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$7.31K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$489K 11.83%
2,181
+1,055
2
$479K 11.58%
21,428
-540
3
$472K 11.41%
6,021
+4
4
$442K 10.69%
6,407
-106
5
$402K 9.72%
+3,966
6
$334K 8.08%
+6,340
7
$333K 8.05%
+6,570
8
$328K 7.93%
13,205
-465
9
$323K 7.81%
6,480
-606
10
$321K 7.76%
8,845
+18
11
$212K 5.13%
31,008
-1,578