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
$100M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$1.32M
3
+$1.05M
4
NTNX icon
Nutanix
NTNX
+$981K
5
GE icon
GE Aerospace
GE
+$958K

Top Sells

1
+$6.43M
2
+$5.03M
3
+$3.63M
4
AAPL icon
Apple
AAPL
+$2.49M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.37M

Sector Composition

1 Technology 12.56%
2 Industrials 7.38%
3 Communication Services 7.06%
4 Financials 6.68%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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