SAG
Spotlight Asset Group Portfolio holdings
AUM
$143M
This Quarter Return
+5.73%
1 Year Return
+20.64%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$259M
AUM Growth
+$259M
(-2.4%)
Cap. Flow
-$19.1M
Cap. Flow
% of AUM
-7.35%
Top 10 Holdings %
Top 10 Hldgs %
52.49%
Holding
144
New
12
Increased
46
Reduced
47
Closed
15
Top Buys
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$6.11M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$6.03M |
| 3 |
United Airlines
UAL
|
$1.91M |
| 4 |
Lucid Motors
LCID
|
$1.28M |
| 5 |
SPDR Gold Trust
GLD
|
$1.01M |
Top Sells
Sector Composition
| 1 | Technology | 10.13% |
| 2 | Consumer Discretionary | 8.56% |
| 3 | Communication Services | 6.25% |
| 4 | Healthcare | 5.73% |
| 5 | Financials | 4.58% |
