SIG
Stanford Investment Group Portfolio holdings
AUM
$205M
This Quarter Return
+0.26%
1 Year Return
+7.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(-3.2%)
Cap. Flow
-$3.12M
Cap. Flow
% of AUM
-1.76%
Top 10 Holdings %
Top 10 Hldgs %
77.56%
Holding
377
New
37
Increased
67
Reduced
38
Closed
18
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$3.66M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.71M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.52M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$911K |
| 5 |
DATA
Tableau Software, Inc.
DATA
|
$241K |
Top Sells
Sector Composition
| 1 | Technology | 12.3% |
| 2 | Financials | 4.39% |
| 3 | Communication Services | 3.71% |
| 4 | Healthcare | 1.95% |
| 5 | Industrials | 1.29% |
