SCA

SMH Capital Advisors Portfolio holdings

AUM $44.1M
1-Year Est. Return 1.73%
This Quarter Est. Return
1 Year Est. Return
+1.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.3M
AUM Growth
-$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$256K
2 +$238K
3 +$188K
4
XOM icon
Exxon Mobil
XOM
+$53.8K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$3.33K

Top Sells

1 +$828K
2 +$603K
3 +$446K
4
APO icon
Apollo Global Management
APO
+$432K
5
ARCC icon
Ares Capital
ARCC
+$340K

Sector Composition

1 Financials 7.06%
2 Technology 1.6%
3 Energy 0.92%
4 Industrials 0.87%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,075
27
-10,252
28
-50,725