SPM

Saddle Point Management Portfolio holdings

AUM $2.89M
1-Year Est. Return 15.79%
This Quarter Est. Return
1 Year Est. Return
-15.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8M
AUM Growth
+$147K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$218K
3
+$187K
4
CMPR icon
Cimpress
CMPR
+$69.6K
5
GTN icon
Gray Television
GTN
+$18.3K

Top Sells

1
+$435K

Sector Composition

1 Industrials 93.49%
2 Communication Services 1.81%
3 Financials 1.7%
4 Technology 1.55%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 82.01%
155,007
-6,405
2
$1.24M 9.62%
9,773
+5,288
3
$239K 1.86%
2,749
+800
4
$233K 1.81%
10,195
+800
5
$218K 1.7%
+12,400
6
$199K 1.55%
13,225
+1,000
7
$187K 1.46%
+12,848