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
$338M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M

Top Sells

1
+$4.15M

Sector Composition

1 Consumer Discretionary 63.7%
2 Communication Services 26.11%
3 Technology 7.2%
4 Financials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$123M 36.39%
365,220
2
$55.5M 16.41%
253,000
3
$33M 9.77%
44,750
4
$25.1M 7.41%
365,800
5
$24.5M 7.25%
85,776
6
$15M 4.44%
85,275
7
$12.4M 3.66%
92,300
8
$10.1M 2.98%
28,400
9
$9.25M 2.73%
570,000
10
$8.77M 2.59%
287,000
11
$8.22M 2.43%
52,000
12
$7.36M 2.18%
27,000
13
$3.09M 0.91%
68,267
14
$2.84M 0.84%
+8,100
15
– –
-100,881