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 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
101
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10,482
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102
$82K 0.04%
5,020
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106
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110
$74K 0.04%
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111
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112
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113
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115
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122
$61K 0.03%
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123
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125
$59K 0.03%
1,170