Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sargent Bickham Lagudis Llc > Profile

Instuitional Investor - Sargent Bickham Lagudis Llc

Fund Profile
Filing Period:
Fund Name: Sargent Bickham Lagudis Llc
Portfolio Value $1,219,786,947
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,018,029 $98,738,652 8.09%
2.
Spdr S & P 500 Etf Trust
 SPY 185,043 $70,766,949 5.8%
3.
Vanguard Index Fds
 187,270 $65,795,538 5.39%
4.
Vanguard Tax-Managed Fds
 1,245,790 $52,285,787 4.28%
5.
Ishares Trust
 IEF 104,364 $40,097,728 3.28%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)