SAS
Spectrum Advisory Services Portfolio holdings
AUM
$255M
1-Year Est. Return
4.81%
1 Year Est. Return
+4.81%
AUM
$250M
AUM Growth
+$9.17M
(+3.8%)
Holding
162
Top Buys
| 1 | +$1.75M | |
| 2 | +$1.04M | |
| 3 | +$732K | |
| 4 |
Fastenal
FAST
|
+$339K |
| 5 |
Polaris
PII
|
+$254K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.32M | |
| 3 | +$647K | |
| 4 |
Williams Companies
WMB
|
+$270K |
| 5 |
Colgate-Palmolive
CL
|
+$240K |
Sector Composition
| 1 | Industrials | 17.83% |
| 2 | Financials | 15.39% |
| 3 | Technology | 12.93% |
| 4 | Healthcare | 12.68% |
| 5 | Consumer Staples | 10.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
BP
BP
$93.6B
| – | – |
-7,976
|
|