SG
Sharper & Granite Portfolio holdings
AUM
$263M
This Quarter Return
+8.18%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.27%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$7.69M |
| 2 |
Vanguard Health Care ETF
VHT
|
$7.2M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
$6.05M |
| 4 |
Vanguard Value ETF
VTV
|
$5.33M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.97% |
| 2 | Financials | 1.07% |
| 3 | Consumer Discretionary | 0.59% |
| 4 | Communication Services | 0.44% |
| 5 | Consumer Staples | 0.4% |
