SMAM
Sugar Maple Asset Management Portfolio holdings
AUM
$128M
1-Year Return
16.19%
This Quarter Return
+4.38%
1 Year Return
+16.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
-$4.41M
(-3.4%)
Cap. Flow
-$8.01M
Cap. Flow
% of AUM
-6.31%
Top 10 Holdings %
Top 10 Hldgs %
61.08%
Holding
485
New
11
Increased
31
Reduced
19
Closed
419
Top Buys
Top Sells
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.4M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.16M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$776K |
| 4 |
ProShares Short Dow30
DOG
|
$648K |
| 5 |
ProShares UltraShort Dow 30
DXD
|
$647K |
Sector Composition
| 1 | Healthcare | 17.64% |
| 2 | Technology | 2.17% |
| 3 | Financials | 0.98% |
| 4 | Communication Services | 0.68% |
| 5 | Consumer Staples | 0.48% |
