SGCA

Steel Grove Capital Advisors Portfolio holdings

AUM $838M
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$6.26M
3
+$5.74M
4
DUK icon
Duke Energy
DUK
+$1.6M
5
KO icon
Coca-Cola
KO
+$1.55M

Top Sells

1
+$5.39M
2
+$5.32M
3
+$4.13M
4
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$3.08M
5
ETP
Energy Transfer Partners L.p.
ETP
+$2.64M

Sector Composition

1 Energy 17.77%
2 Technology 8.97%
3 Industrials 8.1%
4 Consumer Staples 7.99%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
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