SMAM

Sugar Maple Asset Management Portfolio holdings

AUM $128M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$11.9M
3 +$7.68M
4
ABT icon
Abbott
ABT
+$7.62M
5
GLD icon
SPDR Gold Trust
GLD
+$5.99M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.35%
2 Technology 3.9%
3 Financials 1%
4 Industrials 0.86%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$214K 0.21%
+7,686