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
$20.6M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.85M
3
+$2.72M
4
XL
XL Group Ltd.
XL
+$2.21M
5
FSLR icon
First Solar
FSLR
+$887K

Top Sells

1
+$9.91M
2
+$5.78M
3
+$2.46M
4
AET
Aetna Inc
AET
+$2.25M
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$1.82M

Sector Composition

1 Financials 42.91%
2 Consumer Discretionary 32.47%
3 Healthcare 16.11%
4 Technology 4.31%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
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