SC
Sovarnum Capital Portfolio holdings
AUM
$106M
1-Year Est. Return
49.75%
1 Year Est. Return
+49.75%
AUM
$106M
AUM Growth
-$52.8M
(-33%)
Holding
90
Top Buys
| 1 | +$2.35M | |
| 2 | +$2.2M | |
| 3 | +$2.19M | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.81M |
| 5 |
Salesforce
CRM
|
+$1.76M |
Top Sells
| 1 | +$3.36M | |
| 2 | +$3.34M | |
| 3 | +$3.09M | |
| 4 |
Amazon
AMZN
|
+$2.88M |
| 5 |
ArcBest
ARCB
|
+$2.41M |
Sector Composition
| 1 | Financials | 25.91% |
| 2 | Consumer Discretionary | 24.68% |
| 3 | Technology | 14.17% |
| 4 | Communication Services | 11.41% |
| 5 | Industrials | 7.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
H&R Block
HRB
$6.32B
| – | – |
-60,000
|
|
||
77
JB Hunt Transport Services
JBHT
$16.2B
| – | – |
-5,000
|
|
||
78
KB Home
KBH
$3.95B
| – | – |
-82,000
|
|
||
79
Mid-America Apartment Communities
MAA
$14.9B
| – | – |
-4,000
|
|
||
80
Macerich
MAC
$4.38B
| – | – |
-21,668
|
|
||
81
Morgan Stanley
MS
$260B
| – | – |
-22,500
|
|
||
82
Match Group
MTCH
$7.82B
| – | – |
-4,500
|
|
||
83
Norfolk Southern
NSC
$63.3B
| – | – |
-8,000
|
|
||
84
SL Green Realty
SLG
$3.58B
| – | – |
-26,648
|
|
||
85
Travel + Leisure Co
TNL
$4.07B
| – | – |
-7,500
|
|
||
86
Tapestry
TPR
$22B
| – | – |
-39,000
|
|
||
87
Marriott Vacations Worldwide
VAC
$2.34B
| – | – |
-11,000
|
|
||
88
Western Digital
WDC
$54B
| – | – |
-30,429
|
|
||
89
Wells Fargo
WFC
$274B
| – | – |
-27,500
|
|
||
90
Wynn Resorts
WYNN
$13.1B
| – | – |
-4,000
|
|