SGCA
Steel Grove Capital Advisors Portfolio holdings
AUM
$961M
1-Year Est. Return
22.57%
This Fund
S&P 500
1 Year Est. Return
+22.57%
AUM
$838M
AUM Growth
-$5.51M
(-0.65%)
Holding
178
Top Sells
| 1 | +$14.9M | |
| 2 | +$506K | |
| 3 | +$234K | |
| 4 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HIO
176
Western Asset High Income Opportunity Fund
HIO
$357M
| $47.7K | 0.01% |
11,989
|
|
||
177
Butterfly Network
BFLY
$957M
| $30K | ﹤0.01% |
15,000
|
|
||
178
Upland Software
UPLD
$25.5M
| $28.1K | ﹤0.01% |
14,411
|
|