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SSA

South Street Advisors Portfolio holdings

AUM $690M
1-Year Est. Return 39.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$763M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$9.61M
2
+$2.59M
3
+$1.63M
4
HD icon
Home Depot
HD
+$1.62M
5
LLY icon
Eli Lilly
LLY
+$1.57M

Top Sells

1
+$7.71M
2
+$4.09M
3
+$4.02M
4
NVO
Novo Nordisk
NVO
+$2.27M
5
GFI icon
Gold Fields
GFI
+$1.86M

Sector Composition

1 Technology 30.15%
2 Financials 14.13%
3 Industrials 11.49%
4 Consumer Discretionary 11.24%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.03%
+1,900
77
$226K 0.03%
+2,687
78
$225K 0.03%
+1,700
79
$211K 0.03%
+2,800
80
$210K 0.03%
+2,500
81
$210K 0.03%
+600
82
$208K 0.03%
+3,203
83
– –
-2,600
84
– –
-465
85
– –
-1,735
1 2 3
4