SA

Springowl Associates Portfolio holdings

AUM $22.8M
1-Year Est. Return 67.05%
This Quarter Est. Return
1 Year Est. Return
+67.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.5M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.15M
3 +$768K
4
BWA icon
BorgWarner
BWA
+$695K
5
PARA
Paramount Global Class B
PARA
+$451K

Top Sells

1 +$3.48M
2 +$773K
3 +$623K
4
WDC icon
Western Digital
WDC
+$535K
5
EXTR icon
Extreme Networks
EXTR
+$350K

Sector Composition

1 Communication Services 30.36%
2 Technology 24.08%
3 Consumer Discretionary 16.48%
4 Financials 16.22%
5 Industrials 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-28,200