SMH

Sanders Morris Harris Portfolio holdings

AUM $758M
1-Year Est. Return 18.59%
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.3M
3
+$7.9M
4
MAIN icon
Main Street Capital
MAIN
+$6.56M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$5.06M

Top Sells

1
+$17.6M
2
+$8.73M
3
+$8.34M
4
F icon
Ford
F
+$6.44M
5
AMZN icon
Amazon
AMZN
+$5.95M

Sector Composition

1 Financials 24.8%
2 Technology 16.78%
3 Healthcare 12.25%
4 Communication Services 6.76%
5 Industrials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$356K 0.07%
2,920
227
$351K 0.07%
8,519
228
$351K 0.07%
1,610
+235
229
$349K 0.07%
1,787
230
$345K 0.07%
+5,000
231
$341K 0.07%
35,000
232
$338K 0.07%
4,000
233
$338K 0.07%
11,301
+310
234
$338K 0.07%
35,000
235
$330K 0.06%
33,133
-16,667
236
$321K 0.06%
+1,119
237
$318K 0.06%
1,146
+182
238
$313K 0.06%
4,268
239
$310K 0.06%
+3,000
240
$306K 0.06%
+1,350
241
$305K 0.06%
31,500
242
$301K 0.06%
+6,000
243
$298K 0.06%
14,900
244
$297K 0.06%
5,494
245
$296K 0.06%
29,995
246
$293K 0.06%
19,500
247
$288K 0.06%
21,875
248
$283K 0.06%
1,161
249
$283K 0.06%
4,000
250
$280K 0.05%
29,000
8 9
10
11 12