SIA
SGL Investment Advisors Portfolio holdings
AUM
$266M
1-Year Est. Return
18.29%
This Fund
S&P 500
1 Year Est. Return
+18.29%
AUM
$250M
AUM Growth
+$10M
(+4.2%)
Holding
136
Top Buys
| 1 | +$3.32M | |
| 2 | +$3.19M | |
| 3 | +$2.96M | |
| 4 |
Adobe
ADBE
|
+$2.03M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$1.16M |
Top Sells
| 1 | +$3.75M | |
| 2 | +$3.15M | |
| 3 | +$2.9M | |
| 4 |
Cummins
CMI
|
+$1.43M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.1M |
Sector Composition
| 1 | Technology | 23.13% |
| 2 | Financials | 14.68% |
| 3 | Healthcare | 10.29% |
| 4 | Communication Services | 9.59% |
| 5 | Consumer Discretionary | 6.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Insulet
PODD
$10.3B
| – | – |
-792
|
|
||
127
Stryker
SYK
$116B
| – | – |
-636
|
|
||
128
Vistra
VST
$48.1B
| – | – |
-1,121
|
|
||
129
Conagra Brands
CAG
$6.74B
| – | – |
-216,603
|
|
||
130
Cadence Design Systems
CDNS
$97.8B
| – | – |
-731
|
|
||
|
IPG
131
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-115,757
|
|
||
132
Intuitive Surgical
ISRG
$153B
| – | – |
-984
|
|
||
133
Southwest Airlines
LUV
$19.3B
| – | – |
-7,644
|
|