SGM
Scalar Gauge Management Portfolio holdings
AUM
$175M
1-Year Return
27.78%
This Quarter Return
+16.76%
1 Year Return
+27.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.72%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alkami Technology
ALKT
|
$20.7M |
| 2 |
ZUO
Zuora, Inc.
ZUO
|
$12.6M |
| 3 |
Cintas
CTAS
|
$7.23M |
| 4 |
Zeta Global
ZETA
|
$6.41M |
| 5 |
AZEK
The AZEK Co
AZEK
|
$6.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 76.59% |
| 2 | Industrials | 16.42% |
| 3 | Consumer Staples | 3.3% |
| 4 | Communication Services | 2.24% |
| 5 | Materials | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AYX
26
DELISTED
Alteryx, Inc.
AYX
| $377K | 0.36% |
+8,000
| New | +$377K |
|
27
HubSpot
HUBS
$24.5B
| $290K | 0.28% |
+500
| New | +$290K |
|