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
$245M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$5.27M
2 +$794K
3 +$474K
4
PYPL icon
PayPal
PYPL
+$394K
5
LEU icon
Centrus Energy
LEU
+$323K

Top Sells

1 +$6.14M
2 +$4.98M
3 +$4.58M
4
HLIO icon
Helios Technologies
HLIO
+$2.32M
5
TRI icon
Thomson Reuters
TRI
+$422K

Sector Composition

1 Industrials 35.1%
2 Technology 22.71%
3 Consumer Discretionary 11.04%
4 Financials 10.35%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.08%
+933
77
$169K 0.07%
+2,784
78
$7K ﹤0.01%
1,000
79
-1,724
80
-4,968
81
-37,510