SAG

Spotlight Asset Group Portfolio holdings

AUM $143M
1-Year Est. Return 20.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$242K
2 +$133K
3 +$95.7K
4
AMT icon
American Tower
AMT
+$75.7K
5
CHE icon
Chemed
CHE
+$70.5K

Top Sells

1 +$477K
2 +$369K
3 +$300K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$249K
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$212K

Sector Composition

1 Technology 16.19%
2 Communication Services 8.97%
3 Healthcare 5.9%
4 Consumer Discretionary 4.92%
5 Financials 3.5%