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
$153M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$7.2M
3
+$5.59M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.09M
5
WHR icon
Whirlpool
WHR
+$1.73M

Top Sells

1
+$2.57M
2
+$2.01M
3
+$1.98M
4
FAST icon
Fastenal
FAST
+$1.74M
5
PG icon
Procter & Gamble
PG
+$1.64M

Sector Composition

1 Technology 11.2%
2 Financials 9.03%
3 Consumer Discretionary 8.74%
4 Consumer Staples 6.97%
5 Energy 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
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