SCM

SeaStone Capital Management Portfolio holdings

AUM $87.2M
1-Year Est. Return 5.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$19.3M
3
+$19.2M
4
BABA icon
Alibaba
BABA
+$12.9M
5
CMCSA icon
Comcast
CMCSA
+$11.3M

Top Sells

1
+$36.3M
2
+$16.3M
3
+$11.5M
4
ALLE icon
Allegion
ALLE
+$8.62M
5
HOUS
Anywhere Real Estate
HOUS
+$8.51M

Sector Composition

1 Consumer Discretionary 17.82%
2 Communication Services 16.83%
3 Industrials 14.96%
4 Energy 12.24%
5 Real Estate 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-163,789
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43
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