EM

Excalibur Management Portfolio holdings

AUM $276M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$581K
2 +$549K
3 +$455K
4
GILD icon
Gilead Sciences
GILD
+$417K
5
GE icon
GE Aerospace
GE
+$372K

Top Sells

1 +$1.18M
2 +$973K
3 +$310K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$244K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$224K

Sector Composition

1 Healthcare 22.68%
2 Industrials 15.79%
3 Communication Services 15.55%
4 Technology 12.03%
5 Consumer Staples 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-21,400