EM

Excalibur Management Portfolio holdings

AUM $277M
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
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 +$47.2K
2 +$26K

Top Sells

1 +$1.28M
2 +$1.07M
3 +$1.02M
4
VZ icon
Verizon
VZ
+$1.01M
5
MRK icon
Merck
MRK
+$961K

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