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
$51.6M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$626K
2 +$558K
3 +$535K
4
BND icon
Vanguard Total Bond Market
BND
+$526K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$23.5K

Top Sells

1 +$630K
2 +$330K
3 +$71.9K

Sector Composition

1 Financials 6.88%
2 Technology 1.92%
3 Energy 1.04%
4 Industrials 0.95%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$170K 0.33%
11,777
+1,092
27
$159K 0.31%
15,481
+1,250
28
-35,848