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
$193M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$223K
2 +$217K
3 +$210K
4
FISV
Fiserv Inc
FISV
+$203K
5
TSLA icon
Tesla
TSLA
+$185K

Top Sells

1 +$223K
2 +$210K
3 +$113K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$95.8K
5
AAPL icon
Apple
AAPL
+$83.5K

Sector Composition

1 Industrials 18.19%
2 Healthcare 17.91%
3 Financials 15.66%
4 Technology 14.58%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$39.4K 0.02%
1,600
152
-3,141
153
-3,085