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
$196M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.01M
3
+$3.61M
4
UPLD icon
Upland Software
UPLD
+$2.75M
5
MCHP icon
Microchip Technology
MCHP
+$2.74M

Top Sells

1
+$4.66M
2
+$3.78M
3
+$3.76M
4
BFYT
Benefytt Technologies, Inc. Class A Common Stock
BFYT
+$3.08M
5
MPWR icon
Monolithic Power Systems
MPWR
+$2.89M

Sector Composition

1 Technology 43.94%
2 Energy 14.24%
3 Consumer Discretionary 9.47%
4 Financials 9.15%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
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