SGM

Scalar Gauge Management Portfolio holdings

AUM $151M
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$11.1M
3 +$6.43M
4
ZETA icon
Zeta Global
ZETA
+$6.1M
5
WKME
WalkMe Ltd. Ordinary Shares
WKME
+$5.37M

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 Change
in Stake
Capital Flow
26
$377K 0.36%
+8,000
27
$290K 0.28%
+500