Sargent Investment Group, LLC
CIK Number: 0001766157
611.46M
Market Value
228
# of Holdings
13 months
Avg. Holding Period
34.84%
Win Rate
17.66%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR Bloomberg ... | 99.48 | +0.02% | 551.8K | +0.69% | 54.79M | 99.39 | 8.96% | |
| 2 | Apple Inc. | 222.78 | +2.24% | 178.95K | +15.03% | 41.95M | 95.21 | 6.86% | |
| 3 | Palantir Techno... | 84.57 | -1.49% | 506.34K | -5.07% | 32.9M | 17.45 | 5.38% | |
| 4 | Microsoft Corpo... | 375.72 | -0.81% | 52.87K | +10.12% | 22.06M | 212.8 | 3.61% | |
| 5 | SPDR Portfolio ... | 80.44 | +0.41% | 235.42K | -2.16% | 20.54M | 62.85 | 3.36% |
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