SC

Savitr Capital Portfolio holdings

AUM $57M
1-Year Est. Return 16.98%
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.5M
AUM Growth
+$913K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$1.02M
3
+$793K
4
APL
ATLAS PIPELINE PARTNERS LP UTS
APL
+$582K
5
WMB icon
Williams Companies
WMB
+$545K

Top Sells

1
+$1.37M
2
+$1.11M
3
+$982K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$912K
5
BBD icon
Banco Bradesco
BBD
+$651K

Sector Composition

1 Energy 64.25%
2 Technology 25.15%
3 Real Estate 7.97%
4 Materials 0.91%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-25,500
27
– –
-20,070
28
– –
-10,000
29
– –
-55,000
1
2