SRL

Scientech Research LLC Portfolio holdings

AUM $287M
1-Year Est. Return 55.26%
This Quarter Est. Return
1 Year Est. Return
+55.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.85M
3
+$2.84M
4
INTU icon
Intuit
INTU
+$2.48M
5
ULTA icon
Ulta Beauty
ULTA
+$2.47M

Top Sells

1
+$4.09M
2
+$3.02M
3
+$2.67M
4
PH icon
Parker-Hannifin
PH
+$2.63M
5
AMP icon
Ameriprise Financial
AMP
+$2.58M

Sector Composition

1 Technology 19.91%
2 Consumer Discretionary 14.04%
3 Healthcare 13.76%
4 Financials 11.63%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$236K 0.05%
+7,061
527
$235K 0.05%
157
-118
528
$235K 0.05%
+1,135
529
$234K 0.05%
+2,923
530
$233K 0.05%
+1,549
531
$231K 0.05%
1,389
-639
532
$231K 0.05%
3,281
+94
533
$229K 0.05%
+1,677
534
$229K 0.05%
+2,565
535
$228K 0.05%
8,423
-25,558
536
$226K 0.05%
9,097
-5,778
537
$225K 0.04%
+4,366
538
$225K 0.04%
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539
$222K 0.04%
+2,233
540
$222K 0.04%
+10,065
541
$221K 0.04%
+6,403
542
$220K 0.04%
+1,110
543
$219K 0.04%
4,858
-10,544
544
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545
$215K 0.04%
+2,166
546
$211K 0.04%
749
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547
$209K 0.04%
+3,327
548
$208K 0.04%
+1,247
549
$207K 0.04%
+2,649
550
$206K 0.04%
5,351
-5,147
20 21
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