SIA

SGL Investment Advisors Portfolio holdings

AUM $210M
1-Year Est. Return 16.11%
This Quarter Est. Return
1 Year Est. Return
+16.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$9.27M
2 +$8.81M
3 +$6.85M
4
CMI icon
Cummins
CMI
+$6.82M
5
HD icon
Home Depot
HD
+$6.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.71%
2 Financials 14.87%
3 Healthcare 11.64%
4 Communication Services 10.27%
5 Consumer Discretionary 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.1%
+676
102
$202K 0.1%
+1,848
103
$200K 0.1%
+22,038