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
$196M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$5.99M
3
+$1.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.85M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$299K

Top Sells

1
+$2.57M
2
+$393K
3
+$384K
4
RY icon
Royal Bank of Canada
RY
+$295K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$238K

Sector Composition

1 Technology 13.38%
2 Financials 3.92%
3 Communication Services 3.4%
4 Healthcare 1.91%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K 0.01%
225
302
$10K 0.01%
76
303
$10K 0.01%
1,000
304
$9K ﹤0.01%
1,000
305
$9K ﹤0.01%
80
306
$9K ﹤0.01%
425
307
$9K ﹤0.01%
100
308
$8K ﹤0.01%
300
309
– –
0
310
$8K ﹤0.01%
+150
311
$8K ﹤0.01%
150
312
$8K ﹤0.01%
196
313
$8K ﹤0.01%
675
+375
314
$7K ﹤0.01%
140
315
$7K ﹤0.01%
130
316
$7K ﹤0.01%
130
317
$7K ﹤0.01%
5,600
318
$7K ﹤0.01%
100
-5,610
319
$7K ﹤0.01%
400
320
$7K ﹤0.01%
126
321
$6K ﹤0.01%
150
322
$6K ﹤0.01%
1,000
323
$6K ﹤0.01%
150
324
$6K ﹤0.01%
131
325
$5K ﹤0.01%
122
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