SM

SG3 Management Portfolio holdings

AUM $6.45K
1-Year Est. Return 62.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-62.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.8M
AUM Growth
-$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

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

Top Sells

1
+$457M
2
+$67M
3
+$15.4M
4
AVGO icon
Broadcom
AVGO
+$7.9M
5
PYPL icon
PayPal
PYPL
+$7.57M

Sector Composition

1 Consumer Discretionary 29.44%
2 Technology 14.54%
3 Industrials 7.59%
4 Financials 7.34%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
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