SAM

Shikiar Asset Management Portfolio holdings

AUM $402M
1-Year Est. Return 22.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$4.16M
2 +$4.1M
3 +$3.93M
4
HOOD icon
Robinhood
HOOD
+$2.22M
5
SLM icon
SLM Corp
SLM
+$2.03M

Top Sells

1 +$15M
2 +$2.93M
3 +$1.93M
4
AMZN icon
Amazon
AMZN
+$1.9M
5
BXSL icon
Blackstone Secured Lending
BXSL
+$1.8M

Sector Composition

1 Technology 25.53%
2 Financials 21.1%
3 Healthcare 11.02%
4 Consumer Discretionary 9.12%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-22,600