SAG

Spotlight Asset Group Portfolio holdings

AUM $143M
1-Year Est. Return 20.64%
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$15M
3 +$14.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.2M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.98M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.28%
2 Consumer Discretionary 5.2%
3 Communication Services 5.02%
4 Healthcare 4.68%
5 Financials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$5K ﹤0.01%
+12,000