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
$167M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$7.05M
3
+$5.49M
4
DE icon
Deere & Co
DE
+$4.21M
5
DD icon
DuPont de Nemours
DD
+$3.62M

Top Sells

1
+$8.74M
2
+$8.57M
3
+$7.6M
4
CCK icon
Crown Holdings
CCK
+$5.68M
5
LIN icon
Linde
LIN
+$4.64M

Sector Composition

1 Industrials 40.88%
2 Consumer Discretionary 30.69%
3 Materials 24.4%
4 Technology 4.03%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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