SMAM
Sugar Maple Asset Management Portfolio holdings
AUM
$128M
1-Year Est. Return
16.19%
1 Year Est. Return
+16.19%
AUM
$128M
AUM Growth
+$1.24M
(+0.98%)
Holding
85
Top Buys
| 1 | +$1.38M | |
| 2 | +$1.29M | |
| 3 | +$1.27M | |
| 4 |
Alliant Energy
LNT
|
+$1.22M |
| 5 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$1.09M |
Top Sells
| 1 | +$2.73M | |
| 2 | +$1.84M | |
| 3 | +$1.51M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.31M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1M |
Sector Composition
| 1 | Healthcare | 16.89% |
| 2 | Technology | 2.99% |
| 3 | Financials | 1.2% |
| 4 | Utilities | 0.95% |
| 5 | Communication Services | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Wolfspeed
WOLF
$782M
| $5.1K | ﹤0.01% |
12,790
-1,600
|
|
||
77
FIGS
FIGS
$1.31B
| – | – |
-21,800
|
|
||
78
Applovin
APP
$195B
| – | – |
-1,688
|
|
||
79
ProShares Short Dow30
DOG
$127M
| – | – |
-37,000
|
|
||
80
Fidelity Blue Chip Growth ETF
FBCG
$4.96B
| – | – |
-20,948
|
|
||
81
iShares Core S&P Small-Cap ETF
IJR
$86.1B
| – | – |
-2,114
|
|
||
82
Liberty Latin America Class A
LILA
$1.65B
| – | – |
-28,650
|
|
||
83
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
| – | – |
-1,814
|
|
||
|
84
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-11,000
|
|
||
85
Zeta Global
ZETA
$4.38B
| – | – |
-21,000
|
|