SAM

Stansberry Asset Management Portfolio holdings

AUM $987M
1-Year Est. Return 25.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$801M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$7.17M
3 +$6M
4
RITM icon
Rithm Capital
RITM
+$4.13M
5
VICI icon
VICI Properties
VICI
+$3.91M

Top Sells

1 +$11.7M
2 +$11.5M
3 +$9.39M
4
MCD icon
McDonald's
MCD
+$5.9M
5
EQC
Equity Commonwealth
EQC
+$5.53M

Sector Composition

1 Financials 18.49%
2 Technology 16.58%
3 Consumer Discretionary 14.76%
4 Industrials 12.85%
5 Materials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-281,694