SJGA
Stephen J. Garry & Associates Portfolio holdings
AUM
$125M
1-Year Est. Return
17.46%
1 Year Est. Return
+17.46%
AUM
$125M
AUM Growth
+$9.52M
(+8.2%)
Holding
52
Top Buys
| 1 | +$641K | |
| 2 | +$638K | |
| 3 | +$433K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$311K |
| 5 |
Home Depot
HD
|
+$267K |
Top Sells
| 1 | +$609K | |
| 2 | +$268K | |
| 3 | +$214K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$181K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$179K |
Sector Composition
| 1 | Technology | 2% |
| 2 | Financials | 1.72% |
| 3 | Consumer Discretionary | 0.81% |
| 4 | Utilities | 0.44% |
| 5 | Communication Services | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Anixa Biosciences
ANIX
$158M
| $33.3K | 0.03% |
10,080
|
|
||
52
Overlay Shares Municipal Bond ETF
OVM
$31.4M
| – | – |
-12,700
|
|