Sandhill Concentrated Equity Alpha Wrap (S:0P0001DY4O)
77.27
-0.36
(-0.46%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of March 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Palo Alto Networks, Inc. | 6.76% | 165.05 | 1.16% |
| Amphenol Corp. | 6.42% | 131.87 | -3.21% |
| Uber Technologies, Inc. | 5.79% | 75.13 | -0.41% |
| AECOM | 5.42% | 94.06 | 0.30% |
| GE Aerospace | 5.05% | 323.11 | -1.19% |
| ServiceNow, Inc. | 5.01% | 124.34 | 3.29% |
| Arista Networks, Inc. | 4.71% | 132.89 | -4.67% |
| The Charles Schwab Corp. | 4.69% | 95.23 | -0.19% |
| SPX Technologies, Inc. | 4.48% | 204.62 | -3.44% |
| Intuitive Surgical, Inc. | 4.36% | 490.16 | -1.32% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |