WCM

Whitefort Capital Management Portfolio holdings

AUM $330M
1-Year Est. Return 46.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.1M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$3.46M
3
+$2.35M
4
OMEX icon
Odyssey Marine Exploration
OMEX
+$1.44M
5
KG
Kestrel Group
KG
+$1.28M

Top Sells

1
+$9.12M
2
+$5.86M
3
+$4.67M
4
AEAE
AltEnergy Acquisition Corp
AEAE
+$3.98M
5
CRHC
Cohn Robbins Holdings Corp.
CRHC
+$3.42M

Sector Composition

1 Industrials 21.49%
2 Technology 21.38%
3 Financials 16.8%
4 Communication Services 10.26%
5 Materials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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30
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31
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32
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33
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34
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35
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36
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37
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38
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39
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-186,754
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