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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
$77.7M
AUM Growth
+$766K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.85M
3
+$1.82M
4
ICE icon
Intercontinental Exchange
ICE
+$1.72M
5
SBAC icon
SBA Communications
SBAC
+$1.72M

Top Sells

1
+$5.15M
2
+$4.61M
3
+$3.96M
4
CRM icon
Salesforce
CRM
+$3.85M
5
AAPL icon
Apple
AAPL
+$3.58M

Sector Composition

1 Financials 17.19%
2 Healthcare 12.89%
3 Consumer Discretionary 12.24%
4 Real Estate 11.52%
5 Industrials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.28%
+3,098
77
$212K 0.27%
+1,168
78
$205K 0.26%
+7,000
79
$201K 0.26%
1,000
-300
80
$200K 0.26%
+525
81
– –
-1,500
82
– –
-37,500
83
– –
-4,422
84
– –
-19,000
85
– –
-45,194
86
– –
-4,400
87
– –
-11,619
88
– –
-3,500
89
– –
-50,724
90
– –
-20,909
91
– –
-6,400
92
– –
-77,400
93
– –
-2,305
94
– –
-56,200
95
– –
-61,915
96
– –
-2,930
97
– –
-4,400
98
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-43,571
99
– –
-19,100
100
– –
-100,800
1 2 3
4
5