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
$212M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$1.32M
3 +$970K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$589K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$548K

Top Sells

1 +$570K
2 +$455K
3 +$352K
4
PSTG icon
Pure Storage
PSTG
+$298K
5
TWTR
Twitter, Inc.
TWTR
+$241K

Sector Composition

1 Technology 13.92%
2 Financials 4.13%
3 Communication Services 3.61%
4 Healthcare 3.24%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HACK icon
351
Amplify Cybersecurity ETF
HACK
$2.01B
$7K ﹤0.01%
+261
ICF icon
352
iShares Select U.S. REIT ETF
ICF
$1.95B
$7K ﹤0.01%
130
CDK
353
DELISTED
CDK Global, Inc.
CDK
$7K ﹤0.01%
126
SCHG icon
354
Schwab US Large-Cap Growth ETF
SCHG
$51.6B
$6K ﹤0.01%
816
TWTR
355
DELISTED
Twitter, Inc.
TWTR
$6K ﹤0.01%
250
-10,051
IMS
356
DELISTED
IMS HEALTH HLDGS INC COM STK (DE)
IMS
$6K ﹤0.01%
+192
A icon
357
Agilent Technologies
A
$38.5B
$6K ﹤0.01%
122
ASML icon
358
ASML
ASML
$515B
$6K ﹤0.01%
53
EMLC icon
359
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.32B
$6K ﹤0.01%
150
NWL icon
360
Newell Brands
NWL
$1.77B
$6K ﹤0.01%
+109
APTV icon
361
Aptiv
APTV
$16.7B
$5K ﹤0.01%
+65
BSX icon
362
Boston Scientific
BSX
$135B
$5K ﹤0.01%
+200
C icon
363
Citigroup
C
$197B
$5K ﹤0.01%
+100
JBHT icon
364
JB Hunt Transport Services
JBHT
$19.3B
$5K ﹤0.01%
+58
LEN icon
365
Lennar Class A
LEN
$28.4B
$5K ﹤0.01%
+132
MYGN icon
366
Myriad Genetics
MYGN
$529M
$5K ﹤0.01%
+225
RHP icon
367
Ryman Hospitality Properties
RHP
$5.89B
0
TTE icon
368
TotalEnergies
TTE
$144B
$5K ﹤0.01%
100
RP
369
DELISTED
RealPage, Inc.
RP
$5K ﹤0.01%
+200
PRCP
370
DELISTED
Perceptron Inc
PRCP
$5K ﹤0.01%
790
MON
371
DELISTED
Monsanto Co
MON
$5K ﹤0.01%
49
BIIB icon
372
Biogen
BIIB
$24.3B
$4K ﹤0.01%
13
IAU icon
373
iShares Gold Trust
IAU
$75.2B
$4K ﹤0.01%
+150
ISRG icon
374
Intuitive Surgical
ISRG
$187B
$4K ﹤0.01%
45
LILAK icon
375
Liberty Latin America Class C
LILAK
$1.49B
$4K ﹤0.01%
+154