SAM
Shikiar Asset Management Portfolio holdings
AUM
$402M
1-Year Est. Return
22.81%
This Fund
S&P 500
1 Year Est. Return
+22.81%
AUM
$354M
AUM Growth
+$57.9M
(+20%)
Holding
116
Top Buys
| 1 | +$7.18M | |
| 2 | +$3.3M | |
| 3 | +$2.81M | |
| 4 |
Telephone and Data Systems Inc 6.625% Series UU Preferred Stock
TDS.PRU
|
+$2.63M |
| 5 |
FLG
Flagstar Bank National Association
FLG
|
+$2.06M |
Top Sells
| 1 | +$5.48M | |
| 2 | +$2.11M | |
| 3 | +$2.06M | |
| 4 |
ALLY.PRA
GMAC Capital Trust I 8.125% Fixed Rate/Floating Rate Trust Preferred Securities, Series 2
ALLY.PRA
|
+$1.84M |
| 5 |
Warner Bros
WBD
|
+$1.78M |
Sector Composition
| 1 | Technology | 25.34% |
| 2 | Consumer Discretionary | 14.41% |
| 3 | Healthcare | 11.69% |
| 4 | Communication Services | 9.5% |
| 5 | Financials | 8.75% |