SSIM

Sheets Smith Investment Management Portfolio holdings

AUM $154M
1-Year Est. Return 67.17%
This Quarter Est. Return
1 Year Est. Return
+67.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$4.45M
3
+$2.91M
4
XOM icon
Exxon Mobil
XOM
+$2.64M
5
MSFT icon
Microsoft
MSFT
+$2.26M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.86%
2 Technology 5.09%
3 Financials 3.28%
4 Industrials 3.11%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$484K 0.53%
+6,825
27
$345K 0.38%
+4,554
28
$316K 0.35%
+13,955
1
2