SIG

Stanford Investment Group Portfolio holdings

AUM $205M
1-Year Est. Return 7.44%
This Fund
S&P 500
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 +$1.85M
2 +$1.32M
3 +$979K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$576K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$549K

Top Sells

1 +$568K
2 +$447K
3 +$329K
4
PSTG icon
Everpure, Inc.
PSTG
+$275K
5
TWTR
Twitter, Inc.
TWTR
+$189K

Sector Composition

1 Technology 13.92%
2 Financials 4.13%
3 Communication Services 3.61%
4 Healthcare 3.24%
5 Industrials 1.09%