SRC

Sage Rhino Capital Portfolio holdings

AUM $517M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$10.3M
3 +$8.14M
4
DOCU icon
DocuSign
DOCU
+$7.24M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.56%
2 Healthcare 4.16%
3 Financials 3.77%
4 Industrials 3.39%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$9K 0.01%
+13,520
127
$2K ﹤0.01%
+700