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
$409M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.51M
3
+$6.28M
4
STGW icon
Stagwell
STGW
+$4.37M
5
JBLU icon
JetBlue
JBLU
+$3.93M

Top Sells

1
+$3.34M
2
+$2.66M
3
+$1.88M
4
WPX
WPX Energy, Inc.
WPX
+$1.55M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.43M

Sector Composition

1 Energy 43.41%
2 Industrials 13.46%
3 Financials 7.42%
4 Communication Services 7.23%
5 Healthcare 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-17,400
52
– –
-35,372
1 2
3