SAG
Spotlight Asset Group Portfolio holdings
AUM
$143M
1-Year Return
20.64%
This Quarter Return
+11.49%
1 Year Return
+20.64%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$0
(0%)
Cap. Flow
-$2.18K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
55.97%
Holding
247
New
–
Increased
–
Reduced
2
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Kellanova
K
|
$1.96K |
| 2 |
W.P. Carey
WPC
|
$216 |
Sector Composition
| 1 | Technology | 15.04% |
| 2 | Communication Services | 7.21% |
| 3 | Healthcare | 6.83% |
| 4 | Consumer Discretionary | 4.5% |
| 5 | Financials | 3.35% |
