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
$102M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.43M
3
+$7.36M
4
SHEL icon
Shell
SHEL
+$5.06M
5
AZN icon
AstraZeneca
AZN
+$3.61M

Top Sells

1
+$35.8M
2
+$13.7M
3
+$8.78M
4
NVO icon
Novo Nordisk
NVO
+$5.99M
5
RYAAY icon
Ryanair
RYAAY
+$3.62M

Sector Composition

1 Technology 75.15%
2 Healthcare 7.24%
3 Materials 7.21%
4 Energy 5.61%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
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