SIG

Stanford Investment Group Portfolio holdings

AUM $205M
1-Year Est. Return 7.44%
This Quarter Est. Return
1 Year Est. Return
+7.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$21.5M
3 +$10.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.87M
5
CYN
CITY NATIONAL CORPORATION
CYN
+$6.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.1%
2 Financials 7.28%
3 Communication Services 4.48%
4 Healthcare 3.48%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$21K 0.02%
+137
227
$20K 0.02%
+1,035
228
$20K 0.02%
+300
229
$20K 0.02%
+620
230
$20K 0.02%
+300
231
$19K 0.02%
+750
232
$19K 0.02%
+325
233
$19K 0.02%
+136
234
$19K 0.02%
+500
235
$19K 0.02%
+350
236
$19K 0.02%
+172
237
$19K 0.02%
+1,200
238
$19K 0.02%
+190
239
$19K 0.02%
+157
240
$19K 0.02%
+228
241
$19K 0.02%
+375
242
$18K 0.02%
+173
243
$18K 0.02%
+460
244
$18K 0.02%
+198
245
$18K 0.02%
+140
246
$18K 0.02%
+266
247
$17K 0.01%
+1,425
248
$17K 0.01%
+1,125
249
$17K 0.01%
+334
250
$17K 0.01%
+550