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
126
$59K 0.03%
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127
$58K 0.03%
316
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$58K 0.03%
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134
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$52K 0.03%
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136
$52K 0.03%
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137
$52K 0.03%
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138
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139
$52K 0.03%
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$50K 0.03%
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$50K 0.03%
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$47K 0.02%
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0
150
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2,395