SC

Selz Capital Portfolio holdings

AUM $570M
1-Year Est. Return 35.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.06M
3
+$4.93M
4
AGN
Allergan plc
AGN
+$4.75M
5
STNG icon
Scorpio Tankers
STNG
+$2.93M

Top Sells

1
+$8M
2
+$7.95M
3
+$6.77M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$5.79M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.72M

Sector Composition

1 Energy 37.2%
2 Healthcare 14.7%
3 Industrials 13.78%
4 Real Estate 6.61%
5 Financials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-72,551
52
– –
-85,668
53
– –
-25,000
54
– –
-54,000
1 2
3