SCM

Seamans Capital Management Portfolio holdings

AUM $29.6M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
-15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.3M
AUM Growth
-$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.82M
3
+$1.52M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.32M
5
TSN icon
Tyson Foods
TSN
+$1.16M

Top Sells

1
+$3.07M
2
+$2.89M
3
+$2.15M
4
DRYS
DryShips Inc. Common Stock
DRYS
+$1.64M
5
JJG
iPath Bloomberg Grains Subindex Total Return ETN due October 22, 2037
JJG
+$1.45M

Sector Composition

1 Industrials 28.38%
2 Technology 16.65%
3 Financials 8.14%
4 Utilities 5.96%
5 Materials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$92K 0.13%
635
52
$64K 0.09%
+3,300
53
$63K 0.09%
+5,700
54
$60K 0.08%
+3,750
55
$58K 0.08%
+1,750
56
$55K 0.08%
+2,500
57
$47K 0.07%
1,686
-844
58
$41K 0.06%
1,500
59
$40K 0.06%
+15,000
60
$34K 0.05%
3,400
-7,000
61
$30K 0.04%
+10,000
62
$21K 0.03%
5,000
63
– –
0
64
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0
65
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0
66
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-3
67
– –
-324,540
68
– –
-3,200
69
– –
0
70
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0
71
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-200
72
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0
73
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0
74
– –
-400
75
– –
-24,875
1 2
3
4