SCC

Second Curve Capital Portfolio holdings

AUM $93.1M
1-Year Est. Return 66.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$8.94M
2 +$5.94M
3 +$1.28M
4
LOB icon
Live Oak Bancshares
LOB
+$818K
5
BANC icon
Banc of California
BANC
+$690K

Top Sells

1 +$10.9M
2 +$7.8M
3 +$6.49M
4
OMF icon
OneMain Financial
OMF
+$5.39M
5
SCHW icon
Charles Schwab
SCHW
+$4.87M

Sector Composition

1 Financials 75.14%
2 Consumer Discretionary 15.06%
3 Industrials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$179K 0.07%
10,000
27
-2,666