SGM
Seven Grand Managers Portfolio holdings
AUM
$834M
This Quarter Return
+8.38%
1 Year Return
+53.05%
3 Year Return
+183%
5 Year Return
–
10 Year Return
–
AUM
$19.3M
AUM Growth
+$19.3M
(-34%)
Cap. Flow
-$9.99M
Cap. Flow
% of AUM
-51.69%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
28
New
8
Increased
–
Reduced
2
Closed
18
Top Buys
| 1 |
BellRing Brands
BRBR
|
$4.12M |
| 2 |
New Fortress Energy
NFE
|
$3.45M |
| 3 |
TE
T1 Energy Inc.
TE
|
$3.34M |
| 4 |
RXDX
Prometheus Biosciences, Inc. Common Stock
RXDX
|
$2.21M |
| 5 |
CTO
CTO Realty Growth
CTO
|
$933K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 23.65% |
| 2 | Energy | 17.83% |
| 3 | Industrials | 17.29% |
| 4 | Healthcare | 14.21% |
| 5 | Financials | 9.34% |