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SIG

Stanford Investment Group Portfolio holdings

AUM $205M
1-Year Est. Return 7.44%
This Fund
S&P 500
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
+$9.33M
2
+$7.16M
3
+$1.88M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$294K

Top Sells

1
+$2.56M
2
+$428K
3
+$393K
4
RY icon
Royal Bank of Canada
RY
+$300K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$243K

Sector Composition

1 Technology 13.39%
2 Financials 3.92%
3 Communication Services 3.41%
4 Healthcare 1.91%
5 Industrials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
0
352
$1K ﹤0.01%
40
353
$1K ﹤0.01%
20
354
$1K ﹤0.01%
12
355
– –
-223
356
– –
-71
357
– –
-4,780
358
– –
-411
359
– –
-910
360
$0 ﹤0.01%
2
361
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362
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-5,340
363
$0 ﹤0.01%
1
364
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-30
365
– –
-660
366
$0 ﹤0.01%
24
367
$0 ﹤0.01%
+4
368
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-300
369
– –
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370
$0 ﹤0.01%
21
371
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-200
372
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-875
373
– –
-1,050
374
$0 ﹤0.01%
28
375
$0 ﹤0.01%
20
11 12 13 14
15