SB
SIG Brokerage Portfolio holdings
AUM
$397M
1-Year Est. Return
1.91%
1 Year Est. Return
+1.91%
AUM
$397M
AUM Growth
+$32.6M
(+8.9%)
Holding
628
Top Buys
| 1 | +$76.2M | |
| 2 | +$13.4M | |
| 3 | +$6.84M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$5.86M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$5.57M |
Top Sells
| 1 | +$29.7M | |
| 2 | +$10.9M | |
| 3 | +$8.85M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$6.5M |
| 5 |
UnitedHealth
UNH
|
+$6.37M |
Sector Composition
| 1 | Consumer Discretionary | 25.47% |
| 2 | Technology | 15.31% |
| 3 | Financials | 12.89% |
| 4 | Healthcare | 9.88% |
| 5 | Communication Services | 4.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
iShares MSCI Emerging Markets ETF
EEM
$20.6B
| – | – |
0
|
|
||
627
iShares MSCI EAFE ETF
EFA
$68.5B
| – | – |
0
|
|
||
|
EH
628
EHang Holdings
EH
$995M
| – | – |
0
|
|