RMSCM

R.M. Sincerbeaux Capital Management Portfolio holdings

AUM $179M
1-Year Est. Return 16.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$244K
2
+$145K
3
+$133K
4
CBL
CBL& Associates Properties, Inc.
CBL
+$68.4K
5
WPG
Washington Prime Group Inc.
WPG
+$26.3K

Top Sells

1
+$1.99M
2
+$123K
3
+$98.4K
4
DOC icon
Healthpeak Properties
DOC
+$90.1K
5
V icon
Visa
V
+$88.3K

Sector Composition

1 Financials 26.72%
2 Technology 23.53%
3 Energy 14.01%
4 Healthcare 13.21%
5 Consumer Staples 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.21%
2,793
-20,824
52
$224K 0.2%
5,500
1 2
3