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
$204M
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$12.3M
3
+$9.51M
4
EXC icon
Exelon
EXC
+$9.39M
5
GEHC icon
GE HealthCare
GEHC
+$9.09M

Top Sells

1
+$16.7M
2
+$9.37M
3
+$7.51M
4
CRDO icon
Credo Technology Group
CRDO
+$5.84M
5
PCG icon
PG&E
PCG
+$5.41M

Sector Composition

1 Technology 29.61%
2 Utilities 12.45%
3 Energy 11.15%
4 Industrials 10.04%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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