SA

Select Automotive Portfolio | FSAVX

Mutual Fund
Select Automotive Portfolio
Last update 2024-10-29 32 Stocks (3 new)
Value $75.00 Mil Turnover 5 %
Countries:
Top Holdings: TSLA(11.33%)ORLY(9.04%)TM(9.00%)GM(8.19%)RACE(8.12%)
Portfolio Report
Summary Stock Picks Current Portfolio
Select Automotive Portfolio Top Holdings of 2024-08-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSLA 		Tesla Inc
39,638
8486.890
-0.40%
11.330
-0.03%
0.000
+65.32%
-2.25%
1267138.950
Vehicles & Parts
ORLY 		O'Reilly Automotive Inc
5,992
6770.780
-12.72%
9.040
-1.00%
0.010
+2.24%
+1.00%
69138.278
Retail - Cyclical
TM 		Toyota Motor Corp
35,516
6740.940
-12.69%
9.000
-1.34%
0.000
+5.23%
-5.72%
240270.477
Vehicles & Parts
GM 		General Motors Co
123,227
6134.240
+6.75%
8.190
+0.52%
0.010
+4.76%
-6.42%
54814.853
Vehicles & Parts
RACE 		Ferrari NV
12,243
6082.200
-12.67%
8.120
-0.87%
0.010
-5.29%
+1.05%
77155.447
Vehicles & Parts
AZO 		AutoZone Inc
1,192
3792.320
-12.74%
5.060
-0.57%
0.010
+4.66%
+1.54%
54564.172
Retail - Cyclical
APTV 		Aptiv PLC
49,517
3541.950
+4.02%
4.730
+0.18%
0.020
-16.11%
-1.87%
13949.371
Vehicles & Parts
CPRT 		Copart Inc
64,064
3392.830
-17.17%
4.530
-0.84%
0.010
+0.07%
-3.05%
53610.720
Business Services
HMC 		Honda Motor Co Ltd
101,299
3337.800
-12.72%
4.450
-0.60%
0.010
-9.96%
+0.35%
44304.360
Vehicles & Parts
LI 		Li Auto Inc
160,777
3128.720
+74.41%
4.180
+1.78%
0.020
-17.23%
-7.29%
23596.862
Vehicles & Parts

Select Automotive Portfolio's Historical Top Holdings Breakdowns

Select Automotive Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GM 		General Motors Co2024-05-31Reduce
-5.02%
●
39.21 ($43.55) 46.04
$49.85
14.47%
Reduce -51.02%
115,438
-120,270
TSLA 		Tesla Inc2023-11-30Reduce
-4.79%
●
197.36 ($241.05) 276.04
$394.74
63.76%
Reduce -38.02%
41,523
-25,466
TSLA 		Tesla Inc2023-02-28Add
+4.20%
●
108.1 ($162.38) 214.24
$394.74
143.10%
Add 53.58%
61,848
21,577
TM 		Toyota Motor Corp2024-02-29Reduce
-3.44%
●
178.53 ($201.3) 240.55
$183.47
-8.86%
Reduce -26.09%
54,744
-19,328
TM 		Toyota Motor Corp2024-05-31Reduce
-3.44%
●
213.95 ($233.83) 254.77
$183.47
-21.54%
Reduce -25.7%
40,676
-14,068
STLA 		Stellantis NV2024-08-31Reduce
-3.23%
●
15.19 ($18.73) 22.19
$12.53
-33.10%
Reduce -50.07%
121,548
-121,913
HMC 		Honda Motor Co Ltd2024-05-31Add
+2.94%
●
32.71 ($35.07) 37.68
$28.65
-18.31%
Add 168.29%
116,057
72,799
STLA 		Stellantis NV2024-05-31Add
+2.83%
●
21.44 ($25.31) 29.4
$12.53
-50.49%
Add 78.02%
243,461
106,698
GPC 		Genuine Parts Co2024-08-31Reduce
-2.66%
●
131.04 ($139.81) 147.11
$115.91
-17.09%
Reduce -80.74%
3,700
-15,514
TM 		Toyota Motor Corp2023-11-30Reduce
-2.64%
●
169.45 ($181.7) 195.04
$183.47
0.97%
Reduce -22.15%
74,072
-21,069

Select Automotive Portfolio Total Holding History ($B)

To

Select Automotive Portfolio's Asset Allocation

To

Select Automotive Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Select Automotive Portfolio's Hypothetical Growth since 2024-08-31

Select Automotive Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Select Automotive Portfolio's Holdings Heat Map

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Select Automotive Portfolio's Holdings Bubble Chart

Select Automotive Portfolio News

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