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
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$7.97M
3 +$6.81M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$6.25M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$5.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.5%
2 Consumer Discretionary 10.45%
3 Healthcare 6.86%
4 Communication Services 5.22%
5 Financials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$7K 0.01%
+713