SGCA
Steel Grove Capital Advisors Portfolio holdings
AUM
$843M
This Quarter Return
-0.57%
1 Year Return
+18.73%
3 Year Return
+76.84%
5 Year Return
+124.07%
10 Year Return
+188.39%
AUM
$313M
AUM Growth
–
Cap. Flow
+$313M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.28%
Holding
131
New
131
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 36.48% |
| 2 | Industrials | 6.72% |
| 3 | Technology | 5.89% |
| 4 | Consumer Staples | 5.22% |
| 5 | Healthcare | 4.5% |
