SIM

Samara Investment Management Portfolio holdings

AUM $96.5M
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
$96.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$6.33M
3 +$6.19M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.2M
5
AAPL icon
Apple
AAPL
+$4.77M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.57%
2 Communication Services 8.52%
3 Financials 8.04%
4 Healthcare 6.67%
5 Consumer Discretionary 6.25%