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
$46.2M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$416K
2 +$203K
3 +$199K
4
CODI icon
Compass Diversified
CODI
+$22.5K
5
CSWC icon
Capital Southwest
CSWC
+$15.5K

Sector Composition

1 Financials 9.44%
2 Industrials 3.94%
3 Real Estate 2.63%
4 Energy 2.48%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,462
52
-14,006