SC

Sovarnum Capital Portfolio holdings

AUM $106M
1-Year Est. Return 49.75%
This Quarter Est. Return
1 Year Est. Return
+49.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$8.18M
3 +$6.14M
4
LPLA icon
LPL Financial
LPLA
+$5.54M
5
WFC icon
Wells Fargo
WFC
+$4.36M

Top Sells

No sells this quarter

Sector Composition

1 Financials 36.29%
2 Technology 34.92%
3 Industrials 11.82%
4 Consumer Discretionary 5.4%
5 Communication Services 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
0
78
0
79
0