SA

SAM Advisors Portfolio holdings

AUM $289M
1-Year Est. Return 14.57%
This Quarter Est. Return
1 Year Est. Return
+14.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$4.63M
2 +$2.52M
3 +$2.27M
4
SPG icon
Simon Property Group
SPG
+$1.7M
5
BABA icon
Alibaba
BABA
+$1.35M

Sector Composition

1 Technology 6.49%
2 Financials 3.9%
3 Industrials 2.73%
4 Real Estate 2.64%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-38,331