SSA

South Street Advisors Portfolio holdings

AUM $674M
1-Year Est. Return 27.87%
This Quarter Est. Return
1 Year Est. Return
+27.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
-$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$7.57M
2 +$7.39M
3 +$6.4M
4
VICI icon
VICI Properties
VICI
+$2.4M
5
WDS icon
Woodside Energy
WDS
+$1.86M

Sector Composition

1 Technology 24.52%
2 Financials 12.56%
3 Industrials 11.68%
4 Consumer Discretionary 11.54%
5 Healthcare 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-123,497
77
-225,564
78
-59,060