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
$838M
AUM Growth
-$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$269K
2 +$255K
3 +$104K

Top Sells

1 +$14.9M
2 +$506K
3 +$234K
4
SCCO icon
Southern Copper
SCCO
+$2.88K

Sector Composition

1 Technology 11.18%
2 Financials 8.53%
3 Communication Services 8.5%
4 Energy 2.68%
5 Consumer Discretionary 2.32%