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
$117M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$45.9K
2 +$28.1K

Top Sells

1 +$1.28M
2 +$1.12M
3 +$1.11M
4
MRK icon
Merck
MRK
+$1.02M
5
VZ icon
Verizon
VZ
+$1.02M

Sector Composition

1 Healthcare 23.13%
2 Financials 16.61%
3 Communication Services 14.82%
4 Industrials 13.19%
5 Technology 12.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,128
77
-9,480