SIG
Stanford Investment Group Portfolio holdings
AUM
$205M
This Quarter Return
+3.58%
1 Year Return
+7.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
99.7%
Top 10 Holdings %
Top 10 Hldgs %
70.78%
Holding
348
New
342
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$21.5M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$21.5M |
| 3 |
Apple
AAPL
|
$10.5M |
| 4 |
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 | 1.68% |
