WCA

Windsor Creek Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.31M
3
+$2.98M
4
ITUB icon
Itaú Unibanco
ITUB
+$2.24M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.06M

Top Sells

1
+$3.78M
2
+$2.74M
3
+$2.52M
4
T icon
AT&T
T
+$2.5M
5
TSN icon
Tyson Foods
TSN
+$2.13M

Sector Composition

1 Technology 18.11%
2 Healthcare 12.21%
3 Materials 12.07%
4 Financials 11.74%
5 Industrials 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
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