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SGM

Seven Grand Managers Portfolio holdings

AUM $1.5B
1-Year Est. Return 57.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.1M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$3.05M
3
+$1.32M
4
PTLO icon
Portillo's
PTLO
+$1.1M
5
BE icon
Bloom Energy
BE
+$947K

Top Sells

1
+$4.11M
2
+$3.12M
3
+$2.6M
4
MGY icon
Magnolia Oil & Gas
MGY
+$2.09M
5
VMCAU
Valuence Merger Corp. I Unit
VMCAU
+$1.85M

Sector Composition

1 Financials 28.26%
2 Technology 10.35%
3 Healthcare 9.24%
4 Real Estate 7.37%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-88,750
27
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-182,176
28
– –
-161,279
29
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-91,337
30
– –
-72,256
31
– –
-73,422
32
– –
-24,611
33
– –
-99,688
34
– –
-49,006
35
– –
-49,221
36
– –
-72,365
37
– –
-172,067
38
– –
-176,710
39
– –
-11
1
2