SOA
Sea Otter Advisors Portfolio holdings
AUM
$394K
This Quarter Return
-2.19%
1 Year Return
+9.15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$47.7M
AUM Growth
–
Cap. Flow
+$47.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.5%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 71.83% |
| 2 | Healthcare | 12.85% |
| 3 | Technology | 9.54% |
| 4 | Industrials | 2.5% |
| 5 | Consumer Staples | 0.86% |
