SG
Stanich Group Portfolio holdings
AUM
$112M
This Quarter Return
-0.13%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.17%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$53.9M |
| 2 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$11.7M |
| 3 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$10.2M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$5.75M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$4.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.34% |
| 2 | Consumer Discretionary | 0.61% |
| 3 | Consumer Staples | 0.44% |
| 4 | Communication Services | 0.17% |
