SHA
Shelter Harbor Advisors Portfolio holdings
AUM
$192M
1-Year Est. Return
26.7%
This Fund
S&P 500
1 Year Est. Return
+26.7%
AUM
$198M
AUM Growth
-$1.34M
(-0.67%)
Holding
26
Top Buys
| 1 | +$15.4M | |
| 2 | +$10.8M | |
| 3 | +$9.42M | |
| 4 |
FirstEnergy
FE
|
+$9.05M |
| 5 |
Essential Utilities
WTRG
|
+$4.29M |
Top Sells
| 1 | +$11.1M | |
| 2 | +$9.94M | |
| 3 | +$8.91M | |
| 4 |
Xcel Energy
XEL
|
+$7.44M |
| 5 |
ALE
Allete
ALE
|
+$6.45M |
Sector Composition
| 1 | Utilities | 100% |
| 2 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Xcel Energy
XEL
$49.6B
| – | – |
-125,000
|
|