SI
Saxon Interests Portfolio holdings
AUM
$214M
1-Year Return
13.74%
This Quarter Return
+7.67%
1 Year Return
+13.74%
3 Year Return
+56.6%
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
+$0
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
34.99%
Holding
186
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.8% |
| 2 | Energy | 5.84% |
| 3 | Financials | 5.61% |
| 4 | Consumer Discretionary | 4.46% |
| 5 | Healthcare | 3.93% |
