SCM

Saxony Capital Management Portfolio holdings

AUM $152M
1-Year Est. Return 18.74%
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.09%
2 Consumer Discretionary 5.6%
3 Communication Services 3.37%
4 Healthcare 3.26%
5 Energy 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$76.2K 0.1%
+13,438
102
$34.2K 0.05%
+20,623
103
$9.86K 0.01%
+10,000
104
$5.77K 0.01%
+1,410
105
$5.44K 0.01%
+800