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
$14M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$43K
3
+$40.3K

Top Sells

1
+$9.1M
2
+$187K

Sector Composition

1 Industrials 95.03%
2 Communication Services 1.76%
3 Financials 1.75%
4 Technology 1.46%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 92.19%
92,808
+83,035
2
$246K 1.76%
12,195
+2,000
3
$244K 1.75%
12,400
4
$240K 1.72%
3,349
+600
5
$204K 1.46%
13,225
6
$151K 1.08%
2,531
-152,476
7
– –
-12,848