SI

SCP Investment Portfolio holdings

AUM $124M
1-Year Est. Return 8.11%
This Quarter Est. Return
1 Year Est. Return
+8.11%
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
+$10.4M
3
+$7.55M
4
AMR
Alta Mesa Resources Inc
AMR
+$4.57M
5
PRMW
Primo Water Corporation
PRMW
+$4.42M

Top Sells

1
+$6.02M
2
+$4.43M
3
+$4.33M
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
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