SM

Southport Management Portfolio holdings

AUM $28.6M
1-Year Est. Return 41.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$928K
2 +$914K
3 +$895K
4
DVN icon
Devon Energy
DVN
+$850K
5
BBIO icon
BridgeBio Pharma
BBIO
+$785K

Top Sells

1 +$652K
2 +$519K
3 +$511K
4
DCH
Dauch Corp
DCH
+$500K
5
AMBA icon
Ambarella
AMBA
+$459K

Sector Composition

1 Industrials 27.87%
2 Technology 19.43%
3 Energy 15.58%
4 Financials 8.51%
5 Materials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-20,000
52
-80,000