SG
Stanich Group Portfolio holdings
AUM
$133M
1-Year Est. Return
17.21%
This Fund
S&P 500
1 Year Est. Return
+17.21%
AUM
$163M
AUM Growth
+$51.7M
(+46%)
Holding
57
Top Buys
| 1 | +$12M | |
| 2 | +$9.14M | |
| 3 | +$5.49M | |
| 4 |
Schwab US REIT ETF
SCHH
|
+$4.18M |
| 5 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
+$4.09M |
Top Sells
| 1 | +$230K | |
| 2 | +$138K | |
| 3 | +$113K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$44.2K |
| 5 |
PepsiCo
PEP
|
+$42.7K |
Sector Composition
| 1 | Technology | 2.98% |
| 2 | Consumer Discretionary | 0.29% |
| 3 | Communication Services | 0.15% |
| 4 | Consumer Staples | 0.15% |
| 5 | Healthcare | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.67B
| $233K | 0.14% |
2,435
-440
|
|
||
52
iShares ESG Optimized MSCI USA ETF
SUSA
$3.47B
| $229K | 0.14% |
1,685
+4
|
|
||
53
Vanguard Information Technology ETF
VGT
$105B
| $228K | 0.14% |
306
|
|
||
54
Johnson & Johnson
JNJ
$589B
| $227K | 0.14% |
+1,226
|
|
||
55
Broadcom
AVGO
$1.47T
| $222K | 0.14% |
+673
|
|
||
56
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.8B
| $217K | 0.13% |
4,691
|
|
||
57
Costco
COST
$442B
| – | – |
-234
|
|