SH

Sandia Holdings Portfolio holdings

AUM $213M
1-Year Est. Return 29.35%
This Quarter Est. Return
1 Year Est. Return
+29.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$7.35M
2 +$6.83M
3 +$6.53M
4
IAU icon
iShares Gold Trust
IAU
+$4.84M
5
AMZN icon
Amazon
AMZN
+$3.2M

Top Sells

1 +$9.56M
2 +$8.15M
3 +$5.85M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.05M
5
AGN
Allergan plc
AGN
+$2.06M

Sector Composition

1 Financials 21.19%
2 Communication Services 20.18%
3 Healthcare 17.52%
4 Industrials 10.25%
5 Real Estate 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-110,213
27
-7,861