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
$41.4M
AUM Growth
+$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$241K

Top Sells

1
+$60K

Sector Composition

1 Healthcare 24.77%
2 Technology 18.03%
3 Industrials 13.53%
4 Consumer Discretionary 13.05%
5 Energy 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$867K 2.09%
7,100
27
$858K 2.07%
3,100
28
$840K 2.03%
3,200
29
$819K 1.98%
11,500
30
$806K 1.95%
400
31
$786K 1.9%
6,800
32
$735K 1.77%
4,000
33
$732K 1.77%
12,000
34
$719K 1.74%
9,000
35
$612K 1.48%
10,700
36
$606K 1.46%
3,500
37
$595K 1.44%
2,700
38
$572K 1.38%
18,800
39
$559K 1.35%
5,900
40
$529K 1.28%
20,000
41
$501K 1.21%
11,000
42
$447K 1.08%
1,800
43
$279K 0.67%
3,800
44
– –
-2,880
1
2