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SI

Squadra Investments Portfolio holdings

AUM $894M
1-Year Est. Return 33.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$33.3M

Top Sells

1
+$63.7M
2
+$15M

Sector Composition

1 Financials 86.55%
2 Technology 13.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$185M 43.45%
11,554,373
+2,385,373
2
$129M 30.31%
6,867,388
-837,045
3
$57.3M 13.45%
3,028,658
-4,006,650
4
$54.4M 12.78%
5,896,781
+5,490,776