SA

Sycale Advisors Portfolio holdings

AUM $324M
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1 +$22.8M
2 +$20.1M
3 +$15.1M
4
IBKR icon
Interactive Brokers
IBKR
+$11.5M
5
PYPL icon
PayPal
PYPL
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 48.8%
2 Communication Services 31.19%
3 Industrials 12.05%
4 Healthcare 4.62%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.8M 18.19%
+391,347
2
$20.1M 16.06%
+300,620
3
$15.1M 12.05%
+643,769
4
$11.5M 9.16%
+985,100
5
$10.6M 8.47%
+98,082
6
$9.35M 7.46%
+358,523
7
$9.19M 7.34%
+126,994
8
$8.09M 6.46%
+64,013
9
$7.08M 5.65%
+31,239
10
$3.66M 2.92%
+48,741
11
$3.22M 2.57%
+15,200
12
$1.51M 1.2%
+21,276
13
$1.36M 1.08%
+315,025
14
$778K 0.62%
+32,597