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
101
– –
0
102
$80K 0.07%
+984
103
$79K 0.07%
+4,749
104
$79K 0.07%
+2,175
105
$76K 0.06%
+1,282
106
$75K 0.06%
+1,909
107
$74K 0.06%
+2,452
108
$72K 0.06%
+63
109
$72K 0.06%
+1,379
110
$72K 0.06%
+1,340
111
$71K 0.06%
+2,767
112
$71K 0.06%
+1,338
113
$70K 0.06%
+725
114
$70K 0.06%
+836
115
$67K 0.06%
+625
116
$67K 0.06%
+1,400
117
$67K 0.06%
+10,650
118
$67K 0.06%
+292
119
$66K 0.06%
+550
120
$65K 0.05%
+2,800
121
$64K 0.05%
+1,390
122
$61K 0.05%
+380
123
$61K 0.05%
+2,000
124
$59K 0.05%
+2,388
125
$59K 0.05%
+875
3 4
5
6 7