SM

Selkirk Management Portfolio holdings

AUM $378M
1-Year Est. Return 50.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.9M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$800K
3
+$391K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 46.97%
2 Communication Services 31.86%
3 Financials 8.57%
4 Consumer Staples 6.35%
5 Real Estate 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 38.15%
280,000
2
$10.9M 13.15%
114,000
3
$7.11M 8.57%
40,000
4
$6.28M 7.57%
46,300
+19,300
5
$5.83M 7.03%
115,881
6
$5.27M 6.35%
250,000
7
$3.72M 4.49%
130,000
8
$3.22M 3.88%
15,000
9
$2.34M 2.83%
99,500
+36,000
10
$2.06M 2.48%
6,781
11
$1.96M 2.36%
111,000
12
$1.49M 1.79%
73,220
+12,000
13
$1.12M 1.35%
39,000
14
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0