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
276
$227K 0.04%
19,400
277
$226K 0.04%
6,750
278
$224K 0.04%
2,000
279
$221K 0.04%
12,420
280
$217K 0.04%
2,563
-250
281
$217K 0.04%
20,000
+3,000
282
$216K 0.04%
4,341
283
$214K 0.04%
+6,680
284
$210K 0.04%
10,300
285
$209K 0.04%
+6,280
286
$209K 0.04%
10,000
287
$207K 0.04%
10,000
288
$207K 0.04%
16,465
-6,044
289
$205K 0.04%
+4,540
290
$203K 0.04%
+6,174
291
$203K 0.04%
21,000
292
$201K 0.04%
+2,950
293
$200K 0.04%
+1,800
294
$198K 0.04%
833
-20
295
$197K 0.04%
+10,640
296
$193K 0.04%
20,000
297
$193K 0.04%
+19,998
298
$175K 0.03%
12,270
-4,000
299
$175K 0.03%
5,277
+110
300
$171K 0.03%
+17,492
10 11
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