SGCA

Steel Grove Capital Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
-$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.3M
3
+$6.21M
4
ARCC icon
Ares Capital
ARCC
+$2.69M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.14M

Top Sells

1
+$11.9M
2
+$7.05M
3
+$4.93M
4
M icon
Macy's
M
+$4.24M
5
LUMN icon
Lumen
LUMN
+$3.76M

Sector Composition

1 Energy 16.3%
2 Technology 9.56%
3 Consumer Discretionary 8.76%
4 Consumer Staples 8.47%
5 Industrials 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
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