ST

SAL Trading Portfolio holdings

AUM $49.9M
1-Year Est. Return 19.88%
This Quarter Est. Return
1 Year Est. Return
+19.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.35M
3
+$4.82M
4
STLA icon
Stellantis
STLA
+$581K

Top Sells

1
+$26.6M
2
+$10.5M
3
+$10.1M
4
STM icon
STMicroelectronics
STM
+$2.39M

Sector Composition

1 Technology 74.07%
2 Healthcare 15.3%
3 Energy 6.52%
4 Industrials 3.71%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
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