SAM

Shikiar Asset Management Portfolio holdings

AUM $397M
1-Year Est. Return 19.31%
This Quarter Est. Return
1 Year Est. Return
+19.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$50M
2 +$14.8M
3 +$12.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$12M
5
BA icon
Boeing
BA
+$11.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.52%
2 Financials 13.73%
3 Healthcare 10.57%
4 Consumer Discretionary 9.28%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$12K ﹤0.01%
+133