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
1
$6.5M 5.13%
+29,200
2
$6.27M 4.96%
+256,800
3
$5.73M 4.53%
+53,000
4
$5.3M 4.19%
+23,700
5
$5.29M 4.18%
+48,300
6
$5.23M 4.13%
+36,400
7
$5.1M 4.03%
+20,800
8
$4.73M 3.74%
+144,800
9
$4.72M 3.73%
+17,900
10
$4.69M 3.7%
+21,400
11
$4.56M 3.6%
+58,100
12
$4.52M 3.57%
+2,030
13
$4.47M 3.53%
+32,700
14
$4.46M 3.53%
+38,100
15
$4.45M 3.52%
+47,800
16
$4.42M 3.49%
+16,200
17
$4.42M 3.49%
+64,700
18
$4.13M 3.27%
+19,100
19
$4.02M 3.18%
+14,000
20
$3.89M 3.07%
+27,500
21
$3.7M 2.93%
+25,100
22
$3.31M 2.62%
+13,000
23
$3.19M 2.52%
+64,000
24
$2.87M 2.26%
+176,000
25
$2.35M 1.86%
+47,200
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