SAM

Seelaus Asset Management Portfolio holdings

AUM $139M
1-Year Est. Return 33.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.02M
3
+$974K
4
WEX icon
WEX
WEX
+$668K
5
ALL icon
Allstate
ALL
+$453K

Top Sells

1
+$1.29M
2
+$603K
3
+$516K
4
AMZN icon
Amazon
AMZN
+$516K
5
BAC icon
Bank of America
BAC
+$481K

Sector Composition

1 Industrials 15.98%
2 Technology 13.79%
3 Healthcare 12.08%
4 Financials 10.64%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
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