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
$74.2M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1 +$535K
2 +$311K
3 +$232K
4
WMT icon
Walmart
WMT
+$217K
5
KMI icon
Kinder Morgan
KMI
+$168K

Top Sells

1 +$206K
2 +$76.2K
3 +$16.4K
4
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$15.4K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12.5K

Sector Composition

1 Financials 5.65%
2 Real Estate 4.8%
3 Industrials 2.6%
4 Energy 1.91%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$141K 0.19%
12,202
-1,011
52
$140K 0.19%
13,090
-1,147
53
$138K 0.19%
11,710
-1,009
54
$133K 0.18%
11,139
-979
55
$111K 0.15%
11,317
-36
56
-2,500