SGM

Seven Grand Managers Portfolio holdings

AUM $1.31B
1-Year Est. Return 45.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$10M
3
+$10M
4
KVUE icon
Kenvue
KVUE
+$7.75M
5
VIK icon
Viking Holdings
VIK
+$4.52M

Top Sells

1
+$16.9M
2
+$14.3M
3
+$10.1M
4
TRNO icon
Terreno Realty
TRNO
+$7.97M
5
KDP icon
Keurig Dr Pepper
KDP
+$7.67M

Sector Composition

1 Technology 23.49%
2 Communication Services 16.28%
3 Consumer Discretionary 12.92%
4 Utilities 9.88%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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