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PGA

Pilgrim Global Advisors Portfolio holdings

AUM $772M
1-Year Est. Return 51.79%
This Fund
S&P 500
This Quarter Est. Return
+5.97%
1 Year Est. Return
+51.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$515M
AUM Growth
+$42.2M
Cap. Flow
+$36.7M
Cap. Flow %
7.12%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
1
Reduced
3
Closed
–

Top Buys

1
RIG icon
Transocean
RIG
+$42.7M

Top Sells

1
SOC icon
Sable Offshore Corp
SOC
+$4.28M
2
NMM icon
Navios Maritime Partners
NMM
+$1.51M
3
TDW icon
Tidewater
TDW
+$244K

Sector Composition

1 Energy 59.22%
2 Industrials 40.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NMM icon
1
Navios Maritime Partners
NMM
$2.14B
$210M 40.78%
4,660,838
-34,079
-0.7% -$1.51M
SOC icon
2
Sable Offshore Corp
SOC
$849M
$173M 33.68%
9,933,394
-167,175
-2% -$4.28M
RIG icon
3
Transocean
RIG
$5.94B
$99.1M 19.24%
31,759,346
+14,157,951
+80% +$42.7M
TDW icon
4
Tidewater
TDW
$3.7B
$32.4M 6.3%
608,448
-4,449
-0.7% -$244K

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