SAM

Sagewood Asset Management Portfolio holdings

AUM $282M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1 +$29.6M
2 +$14.2M
3 +$12.9M
4
AAPL icon
Apple
AAPL
+$11.5M
5
NVDA icon
NVIDIA
NVDA
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 31.59%
2 Technology 23.12%
3 Consumer Staples 8.53%
4 Communication Services 7.16%
5 Healthcare 7.06%