SM

SG3 Management Portfolio holdings

AUM $6.45K
1-Year Est. Return 62.95%
This Quarter Est. Return
1 Year Est. Return
-62.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.01M
3
+$5.59M
4
UPS icon
United Parcel Service
UPS
+$4.71M
5
TMO icon
Thermo Fisher Scientific
TMO
+$4.53M

Top Sells

1
+$10.5M
2
+$3.81M
3
+$2.67M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.6M
5
ZM icon
Zoom
ZM
+$2.56M

Sector Composition

1 Consumer Discretionary 29.24%
2 Healthcare 19.72%
3 Technology 9.63%
4 Industrials 7.03%
5 Financials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
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