We are live on ! Find out more
SMAM

Sugar Maple Asset Management Portfolio holdings

AUM $165M
1-Year Est. Return 15.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.52M
3
+$979K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$948K
5
SLV icon
iShares Silver Trust
SLV
+$893K

Top Sells

1
+$4.6M
2
+$1.15M
3
+$771K
4
DXD icon
ProShares UltraShort Dow 30
DXD
+$647K
5
DOG
ProShares Short Dow30
DOG
+$631K

Sector Composition

1 Healthcare 17.64%
2 Technology 2.17%
3 Financials 0.98%
4 Communication Services 0.68%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-15
102
– –
-2
103
– –
-617
104
– –
-155
105
– –
-250
106
– –
-205
107
– –
-5
108
– –
-350
109
– –
-482
110
– –
-5
111
– –
-519
112
– –
-1,000
113
– –
-5
114
– –
-10
115
– –
-2,403
116
– –
-5
117
– –
-123
118
– –
-1,620
119
– –
-685
120
– –
-1
121
– –
-5
122
– –
-7,448
123
– –
-1,175
124
– –
-1,630
125
– –
-812
3 4
5
6 7