SCG

Sonata Capital Group Portfolio holdings

AUM $250M
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Sells

1 +$474K
2 +$269K
3 +$266K
4
AMD icon
Advanced Micro Devices
AMD
+$236K
5
IBM icon
IBM
IBM
+$197K

Sector Composition

1 Technology 11.17%
2 Financials 4.74%
3 Consumer Discretionary 3.72%
4 Communication Services 1.53%
5 Consumer Staples 0.99%