SC
Selz Capital Portfolio holdings
AUM
$570M
This Quarter Return
+6.53%
1 Year Return
+35.5%
3 Year Return
+10.29%
5 Year Return
+10.4%
10 Year Return
–
AUM
$346M
AUM Growth
+$346M
(+5.2%)
Cap. Flow
+$9.08M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
67.15%
Holding
55
New
7
Increased
5
Reduced
12
Closed
5
Top Buys
Top Sells
| 1 |
LMNX
Luminex Corp
LMNX
|
$3.32M |
| 2 |
AGN
Allergan plc
AGN
|
$2.31M |
| 3 |
Nexstar Media Group
NXST
|
$2.21M |
| 4 |
Liberty Media Series C
FWONK
|
$2.13M |
| 5 |
Sinclair Inc
SBGI
|
$1.88M |
Sector Composition
| 1 | Energy | 47.32% |
| 2 | Industrials | 11.66% |
| 3 | Financials | 8.06% |
| 4 | Healthcare | 7.58% |
| 5 | Communication Services | 4.6% |
