SM

Scale Management Portfolio holdings

AUM $359M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.5M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$301K
2 +$3

Sector Composition

1 Healthcare 82.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31M 68.19%
1,710,451
2
$8.11M 17.84%
1,054,979
-39,106
3
$5.92M 13.02%
264,881
4
$435K 0.96%
131,257
-1