SCM

Sheridan Capital Management Portfolio holdings

AUM $197M
1-Year Est. Return 12.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$273K
3
+$253K
4
CI icon
Cigna
CI
+$183K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$161K

Top Sells

1
+$1.84M
2
+$375K
3
+$247K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$241K
5
IYH icon
iShares US Healthcare ETF
IYH
+$216K

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.16%
3 Communication Services 0.16%
4 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$211K 0.15%
4,500
27
$200K 0.15%
+608
28
– –
-23,358
29
– –
-10,187
1
2