SCM
Shoals Capital Management Portfolio holdings
AUM
$9.81M
This Quarter Return
+1.3%
1 Year Return
-13.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+46%)
Cap. Flow
+$31.5M
Cap. Flow
% of AUM
31%
Top 10 Holdings %
Top 10 Hldgs %
96.82%
Holding
21
New
8
Increased
3
Reduced
–
Closed
5
Top Buys
| 1 |
CONE
CyrusOne Inc Common Stock
CONE
|
$10.5M |
| 2 |
Oaktree Specialty Lending
OCSL
|
$8.22M |
| 3 |
Hancock Whitney
HWC
|
$8.12M |
| 4 |
LXP Industrial Trust
LXP
|
$8.07M |
| 5 |
First Bancorp
FBP
|
$7.94M |
Top Sells
| 1 |
RESI
Front Yard Residential Corporation Common Stock
RESI
|
$10.4M |
| 2 |
WLH
WILLIAM LYON HOMES
WLH
|
$8.65M |
| 3 |
VER
VEREIT, Inc.
VER
|
$7.82M |
| 4 |
LPT
Liberty Property Trust
LPT
|
$6.93M |
| 5 |
Oportun Financial
OPRT
|
$1.89M |
Sector Composition
| 1 | Real Estate | 38.19% |
| 2 | Financials | 36.62% |
| 3 | Consumer Discretionary | 0% |
