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SICM

Sustainable Insight Capital Management Portfolio holdings

AUM $298M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.9M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$3.11M
3
+$3.02M
4
PGR icon
Progressive
PGR
+$2.98M
5
AMD icon
Advanced Micro Devices
AMD
+$2.84M

Top Sells

1
+$2.32M
2
+$1.89M
3
+$1.88M
4
BFH icon
Bread Financial
BFH
+$1.85M
5
CNC icon
Centene
CNC
+$1.83M

Sector Composition

1 Technology 16.57%
2 Industrials 15.92%
3 Financials 15.59%
4 Real Estate 14.38%
5 Consumer Discretionary 12.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.24%
12,444
52
$205K 0.24%
1,111
-400
53
$200K 0.23%
+1,380
54
– –
-20,800
55
– –
-9,800
56
– –
-20,100
57
– –
-12,300
58
– –
-30,700
59
– –
-9,500
60
– –
-2,774
61
– –
-8,800
62
– –
-13,282
63
– –
-1,000
64
– –
-13,700
65
– –
-34,500
66
– –
-3,098
67
– –
-5,354
68
– –
-11,400
69
– –
-15,222
70
– –
-2,600
71
– –
-6,000
72
– –
-29,400
73
– –
-4,000
74
– –
-4,000
75
– –
-59,700
1 2
3
4