SCP

Sivia Capital Partners Portfolio holdings

AUM $354M
1-Year Est. Return 56.87%
This Quarter Est. Return
1 Year Est. Return
+56.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$1.14M
3 +$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M
5
PSA icon
Public Storage
PSA
+$929K

Top Sells

1 +$23.1M
2 +$860K
3 +$773K
4
TSM icon
TSMC
TSM
+$623K
5
TMO icon
Thermo Fisher Scientific
TMO
+$443K

Sector Composition

1 Technology 25.62%
2 Financials 14.73%
3 Consumer Discretionary 10.76%
4 Communication Services 8.07%
5 Healthcare 8.03%