SGM

Seven Grand Managers Portfolio holdings

AUM $1.23B
1-Year Est. Return 55.48%
This Quarter Est. Return
1 Year Est. Return
+55.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.7M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$9.07M
2 +$4.4M
3 +$4.39M
4
NXT icon
Nextpower Inc
NXT
+$3.04M
5
GFS icon
GlobalFoundries
GFS
+$2.89M

Sector Composition

1 Technology 45.46%
2 Utilities 16.27%
3 Industrials 15.36%
4 Consumer Discretionary 6.74%
5 Communication Services 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-189,188