SBF

Sara-Bay Financial Portfolio holdings

AUM $358M
1-Year Est. Return 83.7%
This Quarter Est. Return
1 Year Est. Return
+83.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$46.1M
2 +$12.4M
3 +$8.79M
4
META icon
Meta Platforms (Facebook)
META
+$8.6M
5
GLOB icon
Globant
GLOB
+$8.01M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 34.53%
2 Technology 21.32%
3 Consumer Discretionary 13.73%
4 Financials 12.78%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$31.6K 0.02%
+67
77
$4K ﹤0.01%
+1,000