SMAM

Sugar Maple Asset Management Portfolio holdings

AUM $140M
1-Year Est. Return 16.72%
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Sells

1 +$1.59M
2 +$902K
3 +$785K
4
SH icon
ProShares Short S&P500
SH
+$694K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$682K

Sector Composition

1 Healthcare 14.47%
2 Technology 3.79%
3 Financials 1.34%
4 Industrials 0.87%
5 Consumer Discretionary 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$30.9K 0.02%
+1,225
152
$30.7K 0.02%
+577
153
$30.5K 0.02%
+812
154
$28.9K 0.02%
+46
155
$28.6K 0.02%
+465
156
$28.5K 0.02%
+171
157
$28.5K 0.02%
+108
158
$28.1K 0.02%
+111
159
$27.7K 0.02%
+1,105
160
$27.7K 0.02%
+386
161
$27.3K 0.02%
+220
162
$27.1K 0.02%
+153
163
$26.5K 0.02%
+756
164
$26.4K 0.02%
+853
165
$24.5K 0.02%
+169
166
$23.4K 0.02%
+618
167
$23.2K 0.02%
+105
168
$22.9K 0.02%
+463
169
$22.8K 0.02%
+832
170
$22.8K 0.02%
+40
171
$22.6K 0.02%
+209
172
$21.4K 0.02%
+192
173
$21.4K 0.02%
+82
174
$21.1K 0.02%
+130
175
$20.7K 0.02%
+292