SIA

SGL Investment Advisors Portfolio holdings

AUM $240M
1-Year Est. Return 17.73%
This Quarter Est. Return
1 Year Est. Return
+17.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$3.05M
3
+$2.49M
4
IAU icon
iShares Gold Trust
IAU
+$2.29M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.04M

Top Sells

1
+$3.49M
2
+$3.02M
3
+$2.69M
4
JPM icon
JPMorgan Chase
JPM
+$1.9M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.54M

Sector Composition

1 Technology 23.51%
2 Financials 15.92%
3 Healthcare 10.54%
4 Communication Services 10.1%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.21%
1,596
+282
77
$383K 0.2%
712
+302
78
$373K 0.19%
370
+4
79
$362K 0.19%
6,550
+460
80
$343K 0.18%
757
+171
81
$336K 0.17%
2,506
+581
82
$333K 0.17%
1,937
+537
83
$328K 0.17%
1,048
+213
84
$316K 0.16%
1,701
+440
85
$315K 0.16%
1,984
+230
86
$310K 0.16%
2,545
+591
87
$305K 0.16%
1,466
+358
88
$303K 0.16%
1,413
+49
89
$302K 0.16%
4,123
+562
90
$302K 0.16%
533
+134
91
$300K 0.15%
6,877
-148
92
$300K 0.15%
399
+94
93
$299K 0.15%
7,188
+1,782
94
$293K 0.15%
3,779
+838
95
$293K 0.15%
1,028
+272
96
$291K 0.15%
6,757
+1,002
97
$284K 0.15%
+11,418
98
$283K 0.15%
2,787
-2,805
99
$279K 0.14%
793
+22
100
$273K 0.14%
4,577
+69
1 2 3
4
5