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
$210M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$4.65M
3
+$4.58M
4
FISV
Fiserv Inc
FISV
+$4.02M
5
UPLD icon
Upland Software
UPLD
+$1.88M

Top Sells

1
+$13.9M
2
+$3.1M
3
+$2.85M
4
SWBI icon
Smith & Wesson
SWBI
+$2.21M
5
DBX icon
Dropbox
DBX
+$1.52M

Sector Composition

1 Technology 45.53%
2 Healthcare 14.14%
3 Consumer Discretionary 11.97%
4 Industrials 7.24%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
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