SG

Sharper & Granite Portfolio holdings

AUM $279M
1-Year Est. Return 9.96%
This Quarter Est. Return
1 Year Est. Return
+9.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$6.45M
2 +$1.6M
3 +$1.52M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$636K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$630K

Top Sells

1 +$854K
2 +$404K
3 +$294K
4
AAPL icon
Apple
AAPL
+$239K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$229K

Sector Composition

1 Technology 2%
2 Financials 1.02%
3 Communication Services 0.69%
4 Consumer Staples 0.48%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$125K 0.05%
+10,000
102
-8,635
103
-2,070
104
-1,200