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
351
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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
– –
-570
362
– –
-5,340
363
$0 ﹤0.01%
1
364
– –
-30
365
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-660
366
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-140
367
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-200
368
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-875
369
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-1,050
370
$0 ﹤0.01%
24
371
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28
372
$0 ﹤0.01%
20
373
$0 ﹤0.01%
21
374
$0 ﹤0.01%
+4
375
– –
-300
11 12 13 14
15