SA

Steadfast Advisors Portfolio holdings

AUM $200M
1-Year Est. Return 27.7%
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.6M
3
+$6.8M
4
WFT
Weatherford International plc
WFT
+$6.63M
5
BABA icon
Alibaba
BABA
+$4.94M

Top Sells

1
+$11.8M
2
+$6.66M
3
+$4.83M
4
WMB icon
Williams Companies
WMB
+$4.66M
5
BHC icon
Bausch Health
BHC
+$4.34M

Sector Composition

1 Energy 27.36%
2 Healthcare 16.85%
3 Technology 11.13%
4 Industrials 7.63%
5 Financials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6K ﹤0.01%
50,764
52
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53
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54
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55
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56
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57
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0
58
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-107,116
59
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0
60
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0
61
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-108,157
62
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-37,317
63
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-31,475
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3