SCM
Siphron Capital Management Portfolio holdings
AUM
$29.8M
1-Year Return
24.92%
This Quarter Return
+1.15%
1 Year Return
+24.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.4%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$4.73M |
| 2 |
Visa
V
|
$4.48M |
| 3 |
Amazon
AMZN
|
$4.07M |
| 4 |
Union Pacific
UNP
|
$4.05M |
| 5 |
Costco
COST
|
$4.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 21.23% |
| 2 | Healthcare | 17.49% |
| 3 | Consumer Staples | 17.12% |
| 4 | Technology | 13.83% |
| 5 | Consumer Discretionary | 10.6% |
