Sugar Maple Asset Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SM Sugar Maple Asset Management, LLC | Institutional Filer | ▲ 10.77% | $164.8M | 84 |
Current Portfolio Holdings
Showing all 84 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | — | 36K | $15.6M | 9.50% |
| 2 | AGG | ISHARES TR | — | 131K | $13.0M | 7.92% |
| 3 | ABBV | AbbVie Inc. | Healthcare | 56K | $12.3M | 7.45% |
| 4 | TFLO | ISHARES TR | — | 241K | $12.2M | 7.42% |
| 5 | IVV | ISHARES TR | — | 15K | $9.8M | 5.97% |
| 6 | SLV | ISHARES SILVER TR | — | 122K | $8.3M | 5.04% |
| 7 | STIP | ISHARES TR | — | 80K | $8.2M | 5.00% |
| 8 | ABT | Abbott Laboratories | Healthcare | 67K | $6.9M | 4.18% |
| 9 | SHY | ISHARES TR | — | 79K | $6.5M | 3.96% |
| 10 | CLOI | VANECK ETF TRUST | — | 76K | $4.0M | 2.44% |
| 11 | USMV | ISHARES TR | — | 35K | $3.2M | 1.95% |
| 12 | FDRR | FIDELITY COVINGTON TRUST | — | 54K | $3.1M | 1.91% |
| 13 | SLQD | ISHARES TR | — | 56K | $2.9M | 1.73% |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | — | 13K | $2.8M | 1.71% |
| 15 | OAKM | HARRIS OAKMARK ETF TRUST | — | 99K | $2.7M | 1.66% |
Showing 1 to 15 of 84 holdings