SAM

Sandbar Asset Management Portfolio holdings

AUM $30.5M
1-Year Est. Return 46.06%
This Quarter Est. Return
1 Year Est. Return
+46.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$28.5M
2 +$13.8M
3 +$12.9M
4
WRK
WestRock Company
WRK
+$12.7M
5
LUV icon
Southwest Airlines
LUV
+$10.5M

Top Sells

1 +$16.4M
2 +$9.81M
3 +$8.68M
4
DQ
Daqo New Energy
DQ
+$7.81M
5
BA icon
Boeing
BA
+$5.85M

Sector Composition

1 Industrials 43.06%
2 Materials 32.59%
3 Consumer Discretionary 15.62%
4 Technology 5.77%
5 Real Estate 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-698,738
52
-170,554