SEA

Stegent Equity Advisors Portfolio holdings

AUM $113M
1-Year Est. Return 17.76%
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.6M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Energy 5.18%
2 Technology 2.54%
3 Industrials 1.81%
4 Consumer Staples 1.58%
5 Financials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,202
77
-22,784
78
-1,383
79
-33,323