SM

Selkirk Management Portfolio holdings

AUM $338M
1-Year Est. Return 71.11%
This Quarter Est. Return
1 Year Est. Return
+71.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$825K

Top Sells

1
+$8.22M
2
+$7.84M
3
+$5.38M
4
CVNA icon
Carvana
CVNA
+$4.53M
5
EQIX icon
Equinix
EQIX
+$4.08M

Sector Composition

1 Consumer Discretionary 44.4%
2 Communication Services 34.23%
3 Consumer Staples 9.06%
4 Technology 5.78%
5 Financials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.2M 18.24%
166,220
-15,000
2
$48.2M 17.51%
280,000
-8,300
3
$24.9M 9.06%
300,000
-23,000
4
$23.2M 8.44%
190,000
-44,000
5
$15.9M 5.79%
130,000
6
$15.9M 5.78%
202,500
-3,000
7
$15.6M 5.69%
45,000
8
$15.6M 5.68%
128,000
9
$11.4M 4.15%
15,823
-4,177
10
$11.3M 4.1%
141,500
11
$11.3M 4.1%
49,700
-17,500
12
$9.35M 3.4%
40,000
13
$8.96M 3.26%
70,600
+6,500
14
$6.52M 2.37%
24,150
-15,000
15
$3.35M 1.22%
6,350
16
$2.11M 0.77%
26,199
-2,682
17
$1.24M 0.45%
10,000
-23,000
18
– –
-124,125
19
– –
-6,000
20
– –
0
21
– –
-68,500