SAM

Shamrock Asset Management Portfolio holdings

AUM $128M
1-Year Est. Return 2.66%
This Quarter Est. Return
1 Year Est. Return
+2.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$688K
2 +$262K
3 +$259K
4
MBB icon
iShares MBS ETF
MBB
+$181K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$169K

Sector Composition

1 Technology 6.16%
2 Consumer Discretionary 4.75%
3 Energy 4.62%
4 Healthcare 4.12%
5 Financials 3.99%