CP

Camelot Portfolios Portfolio holdings

AUM $169M
1-Year Est. Return 12.95%
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.06M
3
+$1.06M
4
MMM icon
3M
MMM
+$853K
5
K
Kellanova
K
+$633K

Top Sells

1
+$6.65M
2
+$1.44M
3
+$1.31M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$1.29M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.27M

Sector Composition

1 Consumer Discretionary 6.54%
2 Technology 5.65%
3 Real Estate 4.87%
4 Industrials 4.82%
5 Financials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
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