SG
Sharper & Granite Portfolio holdings
AUM
$263M
This Quarter Return
-3.05%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$172M
(-0.74%)
Cap. Flow
+$6.14M
Cap. Flow
% of AUM
3.57%
Top 10 Holdings %
Top 10 Hldgs %
34.3%
Holding
100
New
2
Increased
55
Reduced
28
Closed
4
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.04M |
| 2 |
Walt Disney
DIS
|
$308K |
| 3 |
iShares MSCI Hong Kong ETF
EWH
|
$267K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$236K |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$221K |
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Communication Services | 0.57% |
| 3 | Consumer Staples | 0.39% |
| 4 | Consumer Discretionary | 0.25% |
| 5 | Energy | 0.23% |
