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
$58.9M
AUM Growth
+$906K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.89M
2 +$52.9K

Sector Composition

1 Consumer Staples 98.48%
2 Energy 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$58M 38.37%
440,258
-402
2
$895K 0.59%
125,000
-543,700
3
0
4
0