SRC

Shufro Rose & Co Portfolio holdings

AUM $1.22B
1-Year Est. Return 10.96%
This Quarter Est. Return
1 Year Est. Return
+10.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$800K
2 +$600K
3 +$589K
4
BN icon
Brookfield
BN
+$550K
5
OLN icon
Olin
OLN
+$525K

Top Sells

1 +$2.41M
2 +$1.2M
3 +$1.06M
4
GLD icon
SPDR Gold Trust
GLD
+$936K
5
MSFT icon
Microsoft
MSFT
+$933K

Sector Composition

1 Technology 18.71%
2 Healthcare 7.88%
3 Financials 7.67%
4 Consumer Discretionary 5.97%
5 Industrials 3.77%