SG

Stanich Group Portfolio holdings

AUM $163M
1-Year Est. Return 14.4%
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$731K
3
+$450K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$375K
5
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$359K

Top Sells

1
+$316K
2
+$312K
3
+$225K
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$104K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$86.6K

Sector Composition

1 Technology 2.03%
2 Consumer Staples 0.44%
3 Consumer Discretionary 0.32%
4 Financials 0.15%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-773
52
– –
-1,187
1 2
3