SGM
Seven Grand Managers Portfolio holdings
AUM
$834M
This Quarter Return
+3.45%
1 Year Return
+53.05%
3 Year Return
+183%
5 Year Return
–
10 Year Return
–
AUM
$29.1M
AUM Growth
+$29.1M
(-34%)
Cap. Flow
-$14.3M
Cap. Flow
% of AUM
-49.16%
Top 10 Holdings %
Top 10 Hldgs %
85.96%
Holding
39
New
14
Increased
–
Reduced
2
Closed
19
Top Buys
| 1 |
Corebridge Financial
CRBG
|
$5.45M |
| 2 |
Grid Dynamics Holdings
GDYN
|
$3.02M |
| 3 |
SOVO
Sovos Brands, Inc. Common Stock
SOVO
|
$1.28M |
| 4 |
Portillo's
PTLO
|
$985K |
| 5 |
Bloom Energy
BE
|
$840K |
Top Sells
Sector Composition
| 1 | Financials | 28.26% |
| 2 | Technology | 10.35% |
| 3 | Healthcare | 9.24% |
| 4 | Real Estate | 7.37% |
| 5 | Industrials | 4.56% |
