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
$751M
AUM Growth
+$10.9M
(+1.5%)
Holding
225
Top Buys
| 1 | +$1.38B | |
| 2 | +$1.33B | |
| 3 | +$10.5M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$4.32M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$1.56M |
Top Sells
| 1 | +$8.65M | |
| 2 | +$8.17M | |
| 3 | +$7.69M | |
| 4 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$5.63M |
| 5 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$4.36M |
Sector Composition
| 1 | Technology | 8.55% |
| 2 | Financials | 4.63% |
| 3 | Communication Services | 4.07% |
| 4 | Energy | 3.86% |
| 5 | Consumer Discretionary | 2.63% |