SGA
Strategic Global Advisors Portfolio holdings
AUM
$614M
1-Year Est. Return
31.57%
1 Year Est. Return
+31.57%
AUM
$505M
AUM Growth
-$41.8M
(-7.6%)
Holding
152
Top Buys
| 1 | +$6.45M | |
| 2 | +$4.93M | |
| 3 | +$4.48M | |
| 4 |
Ingredion
INGR
|
+$3.24M |
| 5 |
Salesforce
CRM
|
+$2.97M |
Top Sells
| 1 | +$9.22M | |
| 2 | +$9.16M | |
| 3 | +$4.71M | |
| 4 |
Target
TGT
|
+$4.29M |
| 5 |
Cheniere Energy
LNG
|
+$4.28M |
Sector Composition
| 1 | Technology | 34.78% |
| 2 | Communication Services | 15.85% |
| 3 | Financials | 14% |
| 4 | Healthcare | 10.61% |
| 5 | Consumer Discretionary | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
UBS Group
UBS
$120B
| – | – |
-14,395
|
|
||
152
XP
XP
$9.83B
| – | – |
-238,524
|
|