SC

Sinecera Capital Portfolio holdings

AUM $82.9M
1-Year Est. Return 21.72%
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.1M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$33K
3
+$2.87K
4
PBT
Permian Basin Royalty Trust
PBT
+$2.73K
5
VDE icon
Vanguard Energy ETF
VDE
+$1.94K

Top Sells

1
+$142K
2
+$101K
3
+$82.1K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$51.3K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$41K

Sector Composition

1 Energy 4.39%
2 Technology 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$249K 0.27%
+4,256
1
2