SSIM
Sheets Smith Investment Management Portfolio holdings
AUM
$154M
1-Year Est. Return
66.97%
This Fund
S&P 500
1 Year Est. Return
+66.97%
AUM
$154M
AUM Growth
+$40.3M
(+35%)
Holding
160
Top Buys
| 1 | +$6.88M | |
| 2 | +$3.98M | |
| 3 | +$3.71M | |
| 4 |
Bank of America
BAC
|
+$2.26M |
| 5 |
Marvell Technology
MRVL
|
+$1.71M |
Top Sells
| 1 | +$5.82M | |
| 2 | +$1.97M | |
| 3 | +$1.84M | |
| 4 |
T-Mobile US
TMUS
|
+$1.8M |
| 5 |
Gulfport Energy Corp
GPOR
|
+$1.64M |
Sector Composition
| 1 | Technology | 17.48% |
| 2 | Financials | 13.31% |
| 3 | Industrials | 10.98% |
| 4 | Healthcare | 8.45% |
| 5 | Materials | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Chart Industries
GTLS
$9.92B
| – | – |
-7,220
|
|
||
152
Kingstone Companies
KINS
$225M
| – | – |
-54,889
|
|
||
153
LPL Financial
LPLA
$22.9B
| – | – |
-4,330
|
|
||
154
Metropolitan Bank Holding Corp
MCB
$1.11B
| – | – |
-18,170
|
|
||
155
monday.com
MNDY
$4.53B
| – | – |
-3,898
|
|
||
156
ServiceNow
NOW
$127B
| – | – |
-7,765
|
|
||
157
Q2 Holdings
QTWO
$2.93B
| – | – |
-13,091
|
|
||
158
Royal Gold
RGLD
$18.9B
| – | – |
-8,570
|
|
||
159
Sable Offshore Corp
SOC
$2.06B
| – | – |
-42,863
|
|
||
160
Astera Labs
ALAB
$59B
| – | – |
-12,696
|
|