SCM

SeaStone Capital Management Portfolio holdings

AUM $87.2M
1-Year Est. Return 3.48%
This Quarter Est. Return
1 Year Est. Return
-3.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$8.39M
3
+$7.65M
4
AAPL icon
Apple
AAPL
+$6.32M
5
HZO icon
MarineMax
HZO
+$5.81M

Top Sells

1
+$16.9M
2
+$12.9M
3
+$11.3M
4
BEAV
B/E Aerospace Inc
BEAV
+$7.29M
5
HOUS icon
Anywhere Real Estate
HOUS
+$5.66M

Sector Composition

1 Consumer Discretionary 30.11%
2 Communication Services 19.17%
3 Technology 10.83%
4 Industrials 10.5%
5 Energy 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-224,900
27
– –
-155,967
28
– –
0
29
– –
-106,699
30
– –
-114,647
31
– –
-160,500
1
2