SMCM
Sky-Mountain Capital Management Portfolio holdings
AUM
$143M
1 Year Est. Return
–
AUM
$151M
AUM Growth
+$32.4M
(+27%)
Holding
36
Top Buys
| 1 | +$14.3M | |
| 2 | +$4.97M | |
| 3 | +$3.04M | |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$1.05M |
| 5 |
SPDR Gold Trust
GLD
|
+$767K |
Top Sells
| 1 | +$1.91M | |
| 2 | +$1.16M | |
| 3 | +$914K | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$663K |
| 5 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$385K |
Sector Composition
| 1 | Technology | 14.98% |
| 2 | Consumer Discretionary | 5.67% |
| 3 | Industrials | 2.09% |
| 4 | Communication Services | 0.72% |
| 5 | Financials | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.67T
| $405K | 0.27% |
532
|
|
||
|
27
SPDR Dow Jones Global Real Estate ETF
RWO
$1.12B
| $395K | 0.26% |
8,897
-8,691
|
|
||
28
Chevron
CVX
$310B
| $392K | 0.26% |
2,559
|
|
||
29
Norfolk Southern
NSC
$63.4B
| $358K | 0.24% |
1,278
|
|
||
30
Carrier Global
CARR
$49.9B
| $336K | 0.22% |
5,059
|
|
||
31
Advanced Micro Devices
AMD
$423B
| $320K | 0.21% |
+1,856
|
|
||
32
Oracle
ORCL
$746B
| $269K | 0.18% |
+1,077
|
|
||
33
Costco
COST
$408B
| $255K | 0.17% |
261
|
|
||
34
Marathon Petroleum
MPC
$60.1B
| $224K | 0.15% |
1,384
|
|
||
35
Otis Worldwide
OTIS
$36.5B
| $222K | 0.15% |
2,540
|
|
||
|
RPT
36
Rithm Property Trust
RPT
$110M
| $39.5K | 0.03% |
14,956
|
|