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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
$137M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$875K
3
+$788K
4
ARRY icon
Array Technologies
ARRY
+$730K
5
SLB icon
SLB Ltd
SLB
+$641K

Top Sells

1
+$9.65M
2
+$8.27M
3
+$2.1M
4
RH icon
RH
RH
+$2.06M
5
XEL icon
Xcel Energy
XEL
+$1.42M

Sector Composition

1 Consumer Discretionary 48.56%
2 Technology 23.83%
3 Communication Services 11.35%
4 Energy 11.27%
5 Industrials 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,800
52
– –
-4,800
53
– –
-12,800
54
– –
-70,800
55
– –
-4,800
56
– –
-3,800
57
– –
-26,600
58
– –
-36,800
59
– –
-4,800
60
– –
-2,000
1 2
3