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 +$14.3M
2 +$8M
3 +$6.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.24M
5
AMZN icon
Amazon
AMZN
+$5.21M

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