SIG
Stanford Investment Group Portfolio holdings
AUM
$205M
This Quarter Return
-7.36%
1 Year Return
+7.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+1.8%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
9.31%
Top 10 Holdings %
Top 10 Hldgs %
75.37%
Holding
374
New
25
Increased
61
Reduced
23
Closed
33
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.25M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.24M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.24M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$2.22M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.37M |
Top Sells
Sector Composition
| 1 | Technology | 12.12% |
| 2 | Financials | 5.95% |
| 3 | Communication Services | 4.07% |
| 4 | Healthcare | 2.72% |
| 5 | Industrials | 1.29% |
