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
176
$33K 0.03%
+575
177
$33K 0.03%
+387
178
$33K 0.03%
+138
179
$32K 0.03%
+380
180
$32K 0.03%
+336
181
$32K 0.03%
+1,621
182
$32K 0.03%
+1,000
183
$32K 0.03%
+174
184
$31K 0.03%
+193
185
$31K 0.03%
+90
186
$31K 0.03%
+400
187
$31K 0.03%
+331
188
$31K 0.03%
+417
189
$30K 0.03%
+265
190
$30K 0.03%
+492
191
$30K 0.03%
+400
192
$30K 0.03%
+1,204
193
$30K 0.03%
+458
194
$29K 0.02%
+2,000
195
$29K 0.02%
+650
196
$29K 0.02%
+395
197
$29K 0.02%
+500
198
$28K 0.02%
+284
199
$27K 0.02%
+625
200
$27K 0.02%
+3,006
6 7
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