SGK

Steigerwald Gordon & Koch Portfolio holdings

AUM $1.04B
1-Year Est. Return 16.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$827M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$6.59M
2 +$4.84M
3 +$2.99M
4
ZTS icon
Zoetis
ZTS
+$1.95M
5
IBM icon
IBM
IBM
+$586K

Top Sells

1 +$2.09M
2 +$1.07M
3 +$1.01M
4
T icon
AT&T
T
+$931K
5
D icon
Dominion Energy
D
+$539K

Sector Composition

1 Technology 26.28%
2 Healthcare 18.92%
3 Financials 12.49%
4 Industrials 11.83%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-964
127
-1,401