SRC

Shufro Rose & Co Portfolio holdings

AUM $1.24B
1-Year Est. Return 9.16%
This Quarter Est. Return
1 Year Est. Return
+9.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$206K

Top Sells

1 +$7.62M
2 +$499K

Sector Composition

1 Technology 20.36%
2 Healthcare 10.36%
3 Financials 8.22%
4 Consumer Discretionary 7.37%
5 Industrials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$67.8K 0.01%
38,500
302
$64K 0.01%
19,036
303
$53.6K ﹤0.01%
7,842
304
$51K ﹤0.01%
30,000
305
$46.1K ﹤0.01%
10,000
306
$37.9K ﹤0.01%
1,600
307
$35.5K ﹤0.01%
11,000
308
$34.1K ﹤0.01%
21,855
309
$21.3K ﹤0.01%
17,000
310
0