SCM

Sahana Capital Management Portfolio holdings

AUM $645M
1-Year Est. Return 23.48%
This Quarter Est. Return
1 Year Est. Return
+23.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$10.8M
3
+$8.49M
4
WAB icon
Wabtec
WAB
+$5.62M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$5.56M

Top Sells

1
+$28M
2
+$14.7M
3
+$13.8M
4
PRKS icon
United Parks & Resorts
PRKS
+$7.1M

Sector Composition

1 Industrials 40.01%
2 Communication Services 38.63%
3 Consumer Discretionary 21.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$173M 28.98%
1,630,240
+52,865
2
$154M 25.82%
350,917
-63,560
3
$76.6M 12.81%
838,807
+60,868
4
$66.9M 11.2%
1,980,112
+251,187
5
$65.9M 11.03%
+2,143,732
6
$50M 8.36%
16,211
-4,488
7
$10.8M 1.81%
+249,441
8
– –
-564,623
9
– –
-126,833