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SI

SCP Investment Portfolio holdings

AUM $90.3M
1-Year Est. Return 31.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$7.75M
4
PRMW
Primo Water Corporation
PRMW
+$4.76M
5
AMR
Alta Mesa Resources Inc
AMR
+$4.67M

Top Sells

1
+$6.02M
2
+$4.33M
3
+$4.08M
4
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$3.31M
5
GE icon
GE Aerospace
GE
+$2.97M

Sector Composition

1 Energy 19.72%
2 Communication Services 16.05%
3 Consumer Staples 13.12%
4 Technology 10.2%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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-40,100
56
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-20,000
57
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-40,000
58
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-21,859
59
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60
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-10,000
61
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62
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63
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64
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-16,000
65
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-78,267
66
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-25,000
67
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-61,024
68
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-12,212
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