SCP

Silverleafe Capital Partners Portfolio holdings

AUM $324M
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.95M
2 +$2.76M
3 +$1.95M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.79M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Top Sells

1 +$3.44M
2 +$841K
3 +$620K
4
ELV icon
Elevance Health
ELV
+$567K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$446K

Sector Composition

1 Financials 13.6%
2 Industrials 10.21%
3 Communication Services 8.13%
4 Technology 7.16%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$76K 0.04%
20,067
77
$27K 0.02%
24,200
78
$24K 0.01%
23,000
79
-3,128
80
-2,337
81
-92,228