SSIM
Sheets Smith Investment Management Portfolio holdings
AUM
$154M
1-Year Est. Return
66.97%
1 Year Est. Return
+66.97%
AUM
$154M
AUM Growth
+$40.3M
(+35%)
Holding
160
Top Buys
| 1 | +$7.13M | |
| 2 | +$3.99M | |
| 3 | +$3.79M | |
| 4 |
Bank of America
BAC
|
+$2.39M |
| 5 |
Marvell Technology
MRVL
|
+$1.95M |
Top Sells
| 1 | +$5.85M | |
| 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
Q2 Holdings
QTWO
$4.07B
| – | – |
-13,091
|
|
||
152
Royal Gold
RGLD
$22.4B
| – | – |
-8,570
|
|
||
153
LPL Financial
LPLA
$30.3B
| – | – |
-4,330
|
|
||
154
Metropolitan Bank Holding Corp
MCB
$819M
| – | – |
-18,170
|
|
||
155
Skyward Specialty Insurance
SKWD
$2.05B
| – | – |
-16,091
|
|
||
156
Spotify
SPOT
$104B
| – | – |
-2,392
|
|
||
|
157
T-Mobile US
TMUS
$208B
| – | – |
-7,559
|
|
||
158
Toast
TOST
$19.7B
| – | – |
-32,810
|
|
||
159
Sable Offshore Corp
SOC
$1.68B
| – | – |
-42,863
|
|
||
160
Astera Labs
ALAB
$30.7B
| – | – |
-12,696
|
|