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
$42.5M
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.11M
3
+$3.28M
4
DELL icon
Dell
DELL
+$1.27M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$25.4M
2
+$11.9M
3
+$7.87M
4
AMZN icon
Amazon
AMZN
+$7.81M
5
CC icon
Chemours
CC
+$4.14M

Sector Composition

1 Communication Services 42.89%
2 Consumer Discretionary 38.38%
3 Technology 6.6%
4 Utilities 3.92%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
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