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
$136M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.24M
3
+$2.24M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.22M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.37M

Top Sells

1
+$487K
2
+$412K
3
+$412K
4
NMBL
Nimble Storage, Inc.
NMBL
+$260K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$185K

Sector Composition

1 Technology 12.12%
2 Financials 5.95%
3 Communication Services 4.07%
4 Healthcare 2.72%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K 0.01%
89
277
$10K 0.01%
375
278
$9K 0.01%
130
279
$9K 0.01%
+123
280
$9K 0.01%
76
+1
281
$8K 0.01%
144
282
$8K 0.01%
250
-210
283
$8K 0.01%
271
284
$8K 0.01%
582
-5,133
285
$8K 0.01%
1,098
+6
286
$8K 0.01%
415
287
$8K 0.01%
238
288
$8K 0.01%
150
+75
289
$8K 0.01%
+250
290
$7K 0.01%
100
291
$7K 0.01%
300
292
$7K 0.01%
80
293
$7K 0.01%
+1,000
294
$7K 0.01%
280
295
$7K 0.01%
+300
296
$6K ﹤0.01%
238
+119
297
$6K ﹤0.01%
450
298
$6K ﹤0.01%
130
299
$6K ﹤0.01%
120
300
$6K ﹤0.01%
131
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