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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
$105M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.35M
3
+$5.1M
4
LVS icon
Las Vegas Sands
LVS
+$4.73M
5
CWAN icon
Clearwater Analytics
CWAN
+$4.36M

Top Sells

1
+$21.4M
2
+$5.44M
3
+$5.32M
4
MSGE icon
Madison Square Garden
MSGE
+$3.41M
5
HLMN icon
Hillman Solutions
HLMN
+$3.3M

Sector Composition

1 Technology 41.82%
2 Energy 14.7%
3 Industrials 12.88%
4 Consumer Discretionary 10.3%
5 Utilities 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.3%
67,896
-107,434
27
$1.12M 1.07%
+75,000
28
$1.07M 1.03%
25,000
-11,150
29
$792K 0.76%
+20,000
30
$671K 0.64%
50,000
-150,000
31
$640K 0.61%
+75,000
32
$633K 0.6%
20,000
-27,886
33
$474K 0.45%
+3,750
34
– –
-168,652
35
– –
-24,106
36
– –
-48,198
37
– –
-40,000
38
– –
-10,000
39
– –
-145,829
40
– –
-50,000
41
– –
-57,972
42
– –
-60,247
43
– –
-48,095
44
– –
-110,236
45
– –
-399,926
46
– –
-14,845
47
– –
-103,645
48
– –
-84,676
49
– –
-5,000
50
– –
-16,667
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