SCA

SMH Capital Advisors Portfolio holdings

AUM $49.1M
1-Year Est. Return 1.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.99%
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 +$616K
2 +$548K
3 +$518K
4
BND icon
Vanguard Total Bond Market
BND
+$518K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$22.9K

Top Sells

1 +$617K
2 +$330K
3 +$70.3K

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