SA

Select Automotive Portfolio | FSAVX

Mutual Fund
Select Automotive Portfolio
Last update 2025-06-16 35 Stocks (3 new)
Value $68.00 Mil Turnover 7 %
Countries:
Top Holdings: ORLY(10.49%)TM(9.63%)TSLA(7.77%)GM(7.26%)RACE(6.63%)
Summary Stock Picks Current Portfolio
Select Automotive Portfolio Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ORLY
O'Reilly Automotive Inc
77,940
7,137.4
-3.17%
10.490
-0.29%
0.000
-2.15%
+15.35%
77,953.0
Vehicles & Parts
TM
Toyota Motor Corp
36,093
6,550.2
+7.15%
9.630
+0.64%
0.000
-2.42%
-10.92%
221,593.9
Vehicles & Parts
TSLA
Tesla Inc
18,042
5,285.9
-4.99%
7.770
-0.45%
0.000
+22.30%
-23.04%
1,001,008.8
Vehicles & Parts
GM
General Motors Co
100,553
4,940.2
-4.98%
7.260
-0.40%
0.010
+18.72%
-0.48%
50,677.2
Vehicles & Parts
RACE
Ferrari NV
9,710
4,511.0
-5.00%
6.630
-0.31%
0.010
+13.09%
+15.52%
87,239.5
Vehicles & Parts
AZO
AutoZone Inc
1,017
3,552.4
-4.95%
5.220
-0.23%
0.010
+1.81%
+15.46%
61,845.1
Vehicles & Parts
APTV
Aptiv PLC
43,619
2,840.5
-4.98%
4.170
-0.17%
0.020
+36.58%
+14.58%
15,088.7
Vehicles & Parts
HMC
Honda Motor Co Ltd
99,933
2,777.1
-4.98%
4.080
-0.19%
0.010
+7.84%
+10.59%
42,013.1
Vehicles & Parts
CPRT
Copart Inc
49,844
2,731.4
+1.07%
4.010
+0.04%
0.010
-24.07%
-20.02%
44,382.4
Business Services
CVNA
Carvana Co
11,382
2,653.1
-22.53%
3.900
-1.19%
0.010
+62.95%
+71.33%
47,043.5
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
UBER
Uber Technologies Inc
2025-02-28
Reduce
Reduce
-1.77%
●
59.93 ($68.51) 81.49
$92.21
34.59%
Reduce -99.76%
43
-17,785
ALV
Autoliv Inc
2025-02-28
Reduce
Reduce
-1.58%
●
91.04 ($96.4) 102.7
$115.64
19.96%
Reduce -65.33%
6,134
-11,561
KMX
CarMax Inc
2025-02-28
Add
Add
+1.40%
●
78.27 ($83.69) 89.19
$62.98
-24.75%
Add 266.19%
15,746
11,446
GPC
Genuine Parts Co
2025-02-28
Add
Add
+1.31%
●
114.62 ($119.81) 127.53
$122.23
2.02%
Add 192.76%
10,832
7,132
LI
Li Auto Inc
2025-02-28
Reduce
Reduce
-1.27%
●
21.72 ($24.31) 32.92
$28.91
18.92%
Reduce -33.93%
75,867
-38,965
CVNA
Carvana Co
2025-02-28
Reduce
Reduce
-1.19%
●
177.16 ($237.21) 285.33
$348.41
46.88%
Reduce -22.53%
11,382
-3,310
VC
Visteon Corp
2025-02-28
Sold Out
Sold Out
-0.75%
●
80.26 ($87.19) 95.76
$110.38
26.60%
Sold Out
0
-5,800
MGA
Magna International Inc
2025-02-28
Add
Add
+0.71%
●
36.43 ($41.09) 45.81
$41.98
2.17%
Add 103.72%
25,926
13,200
GPI
Group 1 Automotive Inc
2025-02-28
Add
Add
+0.67%
●
411.01 ($442.13) 484.08
$451.56
2.13%
Add 23.69%
5,169
990
DAN
Dana Inc
2025-02-28
New Buy
New Buy
+0.64%
●
10 ($13.64) 16.88
$16.85
23.53%
New holding
29,100
29,100

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 2025-02-28

Select Automotive Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Select Automotive Portfolio's Holdings Heat Map

Size field:

Select Automotive Portfolio's Holdings Bubble Chart

Select Automotive Portfolio News

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