SIP

Scott Investment Partners Portfolio holdings

AUM $43.5M
1-Year Est. Return 17.97%
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$6.27M
3
+$5.73M
4
IPGP icon
IPG Photonics
IPGP
+$5.3M
5
ABT icon
Abbott
ABT
+$5.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.99%
2 Healthcare 15.47%
3 Consumer Discretionary 13.98%
4 Industrials 11.18%
5 Materials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.23%
+71,200
27
$1.23M 0.97%
+3,500
28
$1.09M 0.86%
+47,200
29
$909K 0.72%
+3,500
30
$877K 0.69%
+7,400
31
$842K 0.67%
+9,000
32
$830K 0.66%
+11,600
33
$794K 0.63%
+4,200
34
$736K 0.58%
+3,200
35
$637K 0.5%
+2,600
36
$627K 0.5%
+15,200
37
$602K 0.48%
+9,000
38
$598K 0.47%
+18,800
39
$559K 0.44%
+9,600
40
$541K 0.43%
+6,600
41
$513K 0.41%
+11,000
42
$479K 0.38%
+1,800
43
$443K 0.35%
+3,000
44
$278K 0.22%
+3,800
45
$83K 0.07%
+2,880
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