PM

Precept Management Portfolio holdings

AUM $43.1M
1-Year Est. Return 22.12%
This Quarter Est. Return
1 Year Est. Return
+22.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.1M
AUM Growth
-$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$644K
2 +$499K
3 +$454K
4
RILY icon
B. Riley Financial
RILY
+$205K
5
LILM
Lilium N.V. Class A Ordinary Shares
LILM
+$71.3K

Top Sells

1 +$9.66M
2 +$2.46M
3 +$470K
4
BMEA icon
Biomea Fusion
BMEA
+$439K
5
BEEM icon
Beam Global
BEEM
+$414K

Sector Composition

1 Technology 22.72%
2 Consumer Discretionary 9.43%
3 Materials 2.76%
4 Energy 1.03%
5 Healthcare 0.77%