SI

Squadra Investments Portfolio holdings

AUM $397M
1-Year Est. Return 24.37%
This Quarter Est. Return
1 Year Est. Return
+24.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.5M
AUM Growth
-$93.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$5.94M

Top Sells

1 +$110M

Sector Composition

1 Consumer Staples 75.8%
2 Energy 24.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.6M 74.13%
152,530
-899,970
2
$5.94M 23.67%
+975,000
3
0