SIO
Strategic Investment Opportunities Portfolio holdings
AUM
$3.75M
1-Year Est. Return
8.47%
1 Year Est. Return
-8.47%
AUM
$3.75M
AUM Growth
-$960K
(-20%)
Holding
2
Top Buys
No buys this quarter
Sector Composition
| 1 | Communication Services | 81.04% |
| 2 | Consumer Discretionary | 18.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Lee Enterprises
LEE
$26.6M
| $3.04M | 81.04% |
172,882
-35,170
|
|
||
|
BFX
2
DELISTED
BowFlex Inc.
BFX
| $712K | 18.96% |
436,760
|
|