SGM
Seven Grand Managers Portfolio holdings
AUM
$834M
This Quarter Return
+18.72%
1 Year Return
+53.05%
3 Year Return
+183%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(+40%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
21.12%
Top 10 Holdings %
Top 10 Hldgs %
63.07%
Holding
51
New
24
Increased
3
Reduced
5
Closed
18
Top Buys
| 1 |
Permian Resources
PR
|
$12.3M |
| 2 |
Super Micro Computer
SMCI
|
$7.53M |
| 3 |
Credo Technology Group
CRDO
|
$5.84M |
| 4 |
Snowflake
SNOW
|
$4.98M |
| 5 |
Las Vegas Sands
LVS
|
$4.92M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$21.4M |
| 2 |
Core & Main
CNM
|
$6.35M |
| 3 |
Rollins
ROL
|
$5.44M |
| 4 |
Madison Square Garden
MSGE
|
$3.41M |
| 5 |
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% |