SIA
SGL Investment Advisors Portfolio holdings
AUM
$250M
1-Year Est. Return
20.93%
This Fund
S&P 500
1 Year Est. Return
+20.93%
AUM
$240M
AUM Growth
+$29.8M
(+14%)
Holding
129
Top Buys
| 1 | +$2.63M | |
| 2 | +$1.19M | |
| 3 | +$1.04M | |
| 4 |
NVIDIA
NVDA
|
+$836K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$789K |
Top Sells
| 1 | +$2.6M | |
| 2 | +$1.4M | |
| 3 | +$591K | |
| 4 |
Deckers Outdoor
DECK
|
+$528K |
| 5 |
IPG
Interpublic Group of Companies
IPG
|
+$506K |
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
Deckers Outdoor
DECK
$14.3B
| – | – |
-5,011
|
|
||
127
WisdomTree US SmallCap Dividend Fund
DES
$1.95B
| – | – |
-17,967
|
|