SJGA
Stephen J. Garry & Associates Portfolio holdings
AUM
$116M
This Quarter Return
+9.06%
1 Year Return
+14.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.3M
AUM Growth
–
Cap. Flow
+$90.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.93%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$17.7M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.2M |
| 3 |
Vanguard Value ETF
VTV
|
$6.07M |
| 4 |
iShares Gold Trust
IAU
|
$5.94M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.68% |
| 2 | Utilities | 0.55% |
| 3 | Consumer Discretionary | 0.4% |
| 4 | Industrials | 0.29% |
| 5 | Financials | 0.24% |
