SGA

Seaport Global Advisors Portfolio holdings

AUM $31.7M
1-Year Est. Return 103.03%
This Quarter Est. Return
1 Year Est. Return
+103.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.3M
AUM Growth
-$639K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$552K
3
+$502K
4
ANET icon
Arista Networks
ANET
+$470K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$469K

Top Sells

1
+$449K
2
+$393K
3
+$359K
4
ZS icon
Zscaler
ZS
+$353K
5
UHS icon
Universal Health Services
UHS
+$303K

Sector Composition

1 Technology 39.61%
2 Healthcare 18.42%
3 Communication Services 13.02%
4 Consumer Discretionary 11.49%
5 Financials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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111
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