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
$89.9M
AUM Growth
+$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.97M
3
+$1.4M

Top Sells

1
+$3.06M
2
+$754K

Sector Composition

1 Industrials 27%
2 Financials 24.94%
3 Technology 17.51%
4 Communication Services 4.71%
5 Materials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1K ﹤0.01%
132,531
27
– –
-2,529,295
1
2