SB

SIG Brokerage Portfolio holdings

AUM $297M
1-Year Est. Return 28.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$14.5M
3
+$13.3M
4
HD icon
Home Depot
HD
+$8.61M
5
AMD icon
Advanced Micro Devices
AMD
+$8.38M

Top Sells

1
+$112M
2
+$40.9M
3
+$34.9M
4
MSTR icon
Strategy Inc
MSTR
+$5.76M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.24M

Sector Composition

1 Technology 22.2%
2 Financials 16.03%
3 Healthcare 14.56%
4 Consumer Discretionary 8.48%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
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