SJGA
Stephen J. Garry & Associates Portfolio holdings
AUM
$126M
1-Year Est. Return
18.62%
1 Year Est. Return
+18.62%
AUM
$126M
AUM Growth
+$864K
(+0.69%)
Holding
55
Top Buys
| 1 | +$592K | |
| 2 | +$371K | |
| 3 | +$304K | |
| 4 |
State Street SPDR S&P Biotech ETF
XBI
|
+$282K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$243K |
Top Sells
| 1 | +$1M | |
| 2 | +$468K | |
| 3 | +$366K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$338K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$294K |
Sector Composition
| 1 | Technology | 2.04% |
| 2 | Financials | 1.58% |
| 3 | Consumer Discretionary | 0.62% |
| 4 | Utilities | 0.43% |
| 5 | Communication Services | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Anixa Biosciences
ANIX
$103M
| $31.4K | 0.02% |
10,080
|
|
||
52
Home Depot
HD
$373B
| – | – |
-658
|
|
||
53
Marathon Petroleum
MPC
$52.4B
| – | – |
-1,185
|
|
||
54
Invesco S&P 500 Low Volatility ETF
SPLV
$7.38B
| – | – |
-2,790
|
|
||
|
BTC
55
Grayscale Bitcoin Mini Trust ETF
BTC
$3.9B
| – | – |
-4,529
|
|