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
$404M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$13.6M
3
+$3.42M
4
ABBV icon
AbbVie
ABBV
+$3.41M
5
MOS icon
The Mosaic Company
MOS
+$3.06M

Top Sells

1
+$15M
2
+$7.99M
3
+$4.35M
4
BAX icon
Baxter International
BAX
+$3.49M
5
EMR icon
Emerson Electric
EMR
+$3.2M

Sector Composition

1 Energy 22.23%
2 Technology 6.49%
3 Consumer Staples 6.17%
4 Financials 5.87%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6 7 8
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