SG
Stanich Group Portfolio holdings
AUM
$163M
1-Year Est. Return
14.4%
1 Year Est. Return
+14.4%
AUM
$112M
AUM Growth
-$23.6M
(-17%)
Holding
52
Top Buys
| 1 | +$4.61M | |
| 2 | +$502K | |
| 3 | +$364K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$362K |
| 5 |
Micron Technology
MU
|
+$229K |
Top Sells
| 1 | +$12.6M | |
| 2 | +$6.1M | |
| 3 | +$5.91M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.75M |
| 5 |
iShares ESG Aware USD Corporate Bond ETF
SUSC
|
+$3.49M |
Sector Composition
| 1 | Technology | 3.48% |
| 2 | Consumer Staples | 0.46% |
| 3 | Consumer Discretionary | 0.46% |
| 4 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.05B
| – | – |
-127,799
|
|
||
52
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
| – | – |
-103,854
|
|