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
$134M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1 +$3.45M
2 +$2.68M
3 +$1.51M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$843K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$813K

Top Sells

1 +$1.22M
2 +$290K
3 +$222K
4
IYT icon
iShares US Transportation ETF
IYT
+$209K
5
CYN
CITY NATIONAL CORPORATION
CYN
+$181K

Sector Composition

1 Technology 13.38%
2 Financials 6.33%
3 Communication Services 3.85%
4 Healthcare 3.23%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$32K 0.02%
336
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324
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$32K 0.02%
500
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$31K 0.02%
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437
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114
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$31K 0.02%
850
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$31K 0.02%
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185
$31K 0.02%
174
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380
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$30K 0.02%
650
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899
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$28K 0.02%
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$28K 0.02%
294