SCM

Sheridan Capital Management Portfolio holdings

AUM $145M
1-Year Est. Return 11.21%
This Quarter Est. Return
1 Year Est. Return
+11.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.83%
2 Communication Services 0.17%
3 Consumer Discretionary 0.15%
4 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$210K 0.15%
+605
27
-1,735