SI

Severin Investments Portfolio holdings

AUM $116M
1-Year Est. Return 31.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.24M
3
+$600K
4
IP icon
International Paper
IP
+$580K
5
PLTR icon
Palantir
PLTR
+$513K

Top Sells

1
+$1.3M
2
+$661K
3
+$626K
4
IMAX icon
IMAX
IMAX
+$596K
5
DLB icon
Dolby
DLB
+$577K

Sector Composition

1 Technology 19.56%
2 Financials 17.52%
3 Healthcare 8.64%
4 Industrials 7.22%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
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