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
301
$8K 0.01%
+100
302
$8K 0.01%
+440
303
$8K 0.01%
+123
304
$7K 0.01%
+200
305
$7K 0.01%
+200
306
$6K 0.01%
+450
307
$6K 0.01%
+1,000
308
$6K 0.01%
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309
$6K 0.01%
+114
310
$6K 0.01%
+150
311
$6K 0.01%
+120
312
$6K 0.01%
+400
313
$6K 0.01%
+131
314
$6K 0.01%
+400
315
$5K ﹤0.01%
+122
316
$5K ﹤0.01%
+101
317
$5K ﹤0.01%
+200
318
$5K ﹤0.01%
+360
319
$5K ﹤0.01%
+800
320
$5K ﹤0.01%
+126
321
$4K ﹤0.01%
+48
322
$4K ﹤0.01%
+100
323
$4K ﹤0.01%
+14
324
$4K ﹤0.01%
+90
325
$4K ﹤0.01%
+50
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