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
$724M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.9M
3
+$1.68M
4
WHR icon
Whirlpool
WHR
+$1.58M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$725K

Top Sells

1
+$1.57B
2
+$1.51B
3
+$4.01M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.09M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.55M

Sector Composition

1 Technology 9.53%
2 Communication Services 4.7%
3 Financials 4.24%
4 Energy 3.28%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
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