SI
Sapience Investments Portfolio holdings
AUM
$772K
1-Year Est. Return
24.07%
This Fund
S&P 500
1 Year Est. Return
+24.07%
AUM
$772K
AUM Growth
-$25.7M
(-97%)
Holding
117
Top Buys
| 1 | +$17.1K | |
| 2 | +$13K | |
| 3 | +$10.8K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$10.4K |
| 5 |
Charles Schwab
SCHW
|
+$9.22K |
Top Sells
| 1 | +$834K | |
| 2 | +$754K | |
| 3 | +$741K | |
| 4 |
SW
Smurfit Westrock
SW
|
+$724K |
| 5 |
Kirby Corp
KEX
|
+$720K |
Sector Composition
| 1 | Financials | 18.23% |
| 2 | Consumer Discretionary | 14.95% |
| 3 | Industrials | 14.22% |
| 4 | Healthcare | 13.88% |
| 5 | Technology | 13.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Helios Technologies
HLIO
$2.84B
| $2.33K | 0.3% |
+36
|
|
||
102
Liberty Energy
LBRT
$5.15B
| $2.3K | 0.3% |
+80
|
|
||
103
First Busey Corp
BUSE
$2.32B
| $2.3K | 0.3% |
+91
|
|
||
104
Bank OZK
OZK
$5.37B
| $2.2K | 0.29% |
+48
|
|
||
105
Huntsman Corp
HUN
$2.5B
| $2.13K | 0.28% |
+160
|
|
||
106
Belden
BDC
$4.31B
| $2.07K | 0.27% |
+18
|
|
||
107
Shift4
FOUR
$3.12B
| $2.01K | 0.26% |
+46
|
|
||
|
CMRC
108
Commerce.com Inc Series 1
CMRC
$235M
| $1.91K | 0.25% |
+714
|
|
||
109
Vital Farms
VITL
$422M
| $1.91K | 0.25% |
+135
|
|
||
110
Post Holdings
POST
$4.02B
| $1.88K | 0.24% |
19
-3,699
|
|
||
111
Crane NXT
CXT
$2.14B
| $1.83K | 0.24% |
+45
|
|
||
|
NXDR
112
Nextdoor Holdings
NXDR
$816M
| $1.76K | 0.23% |
+1,256
|
|
||
113
RadNet
RDNT
$4.15B
| $1.73K | 0.22% |
+31
|
|
||
114
Hayward Holdings
HAYW
$3.08B
| $1.54K | 0.2% |
+115
|
|
||
115
ATI
ATI
$24.7B
| – | – |
-5,893
|
|
||
116
Elastic
ESTC
$6.82B
| – | – |
-4,899
|
|
||
117
Webster Financial
WBS
$11.8B
| – | – |
-11,255
|
|