SIA
SGL Investment Advisors Portfolio holdings
AUM
$240M
1-Year Est. Return
17.73%
1 Year Est. Return
+17.73%
AUM
$240M
AUM Growth
+$29.8M
(+14%)
Holding
129
Top Buys
| 1 | +$2.66M | |
| 2 | +$1.21M | |
| 3 | +$993K | |
| 4 |
Conagra Brands
CAG
|
+$935K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$860K |
Top Sells
| 1 | +$2.57M | |
| 2 | +$1.4M | |
| 3 | +$591K | |
| 4 |
Deckers Outdoor
DECK
|
+$528K |
| 5 |
IPG
Interpublic Group of Companies
IPG
|
+$490K |
Sector Composition
| 1 | Technology | 26.14% |
| 2 | Financials | 14.3% |
| 3 | Communication Services | 11.11% |
| 4 | Healthcare | 9.78% |
| 5 | Consumer Discretionary | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
WisdomTree US SmallCap Dividend Fund
DES
$1.95B
| – | – |
-17,967
|
|
||
127
Dropbox
DBX
$6.54B
| – | – |
-16,143
|
|