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Stanford Investment Group, Inc.

Portfolio Profile

CIK: 0001377633 | MOUNTAIN VIEW, CA

$0
AUM
1
Positions
0%
Top 10 Conc.
0%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
10$00.00%

Sector Allocation

Latest filing, equity positions only

Unclassified0% · $0

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified0%0%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified0%0%0%

AUM History

$3.1M | 352 pos.
$3.1M | 350 pos.
$3.4M | 343 pos.
$3.6M | 337 pos.
$3.7M | 359 pos.
$3.7M | 362 pos.
$4.3M | 416 pos.
$3.5M | 380 pos.
$0 | 1 pos.
$0 | 1 pos.
$0 | 1 pos.
$0 | 1 pos.
Q1
15
Q2
15
Q3
15
Q4
15
Q1
16
Q2
16
Q3
16
Q4
16
Q1
17
Q2
17
Q3
17
Q4
17

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged