SLC
Second Line Capital Portfolio holdings
AUM
$430M
1-Year Est. Return
18.19%
1 Year Est. Return
+18.19%
AUM
$430M
AUM Growth
+$42.3M
(+11%)
Holding
159
Top Buys
| 1 | +$3.73M | |
| 2 | +$3.53M | |
| 3 | +$1.85M | |
| 4 |
UPSD
Aptus Large Cap Upside ETF
UPSD
|
+$1.58M |
| 5 |
Aptus International Enhanced Yield ETF
IDUB
|
+$1.3M |
Top Sells
| 1 | +$1.49M | |
| 2 | +$1.31M | |
| 3 | +$1.22M | |
| 4 |
Procter & Gamble
PG
|
+$1.17M |
| 5 |
Axcelis
ACLS
|
+$861K |
Sector Composition
| 1 | Technology | 9.9% |
| 2 | Financials | 5.4% |
| 3 | Communication Services | 4.98% |
| 4 | Consumer Discretionary | 3.56% |
| 5 | Energy | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AMRN
151
Amarin Corp
AMRN
$412M
| – | – |
-571
|
|
||
152
Bristol-Myers Squibb
BMY
$89.2B
| – | – |
-3,544
|
|
||
153
iShares Core Dividend Growth ETF
DGRO
$35.6B
| – | – |
-3,275
|
|
||
154
Devon Energy
DVN
$20.1B
| – | – |
-5,398
|
|
||
155
Consolidated Edison
ED
$36.5B
| – | – |
-1,824
|
|
||
156
Ford
F
$47.6B
| – | – |
-10,599
|
|
||
157
GigaCloud Technology
GCT
$1.04B
| – | – |
-91,914
|
|
||
158
Shake Shack
SHAK
$3.69B
| – | – |
-16,930
|
|
||
159
Viking Therapeutics
VKTX
$3.81B
| – | – |
-50,381
|
|