SCM

Siphron Capital Management Portfolio holdings

AUM $29.8M
1-Year Est. Return 24.92%
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.15M
3
+$2.05M
4
UNH icon
UnitedHealth
UNH
+$2.03M
5
CHD icon
Church & Dwight Co
CHD
+$838K

Top Sells

1
+$3.5M
2
+$2.73M
3
+$2.1M
4
ADSK icon
Autodesk
ADSK
+$1.96M
5
V icon
Visa
V
+$1.27M

Sector Composition

1 Healthcare 20.12%
2 Industrials 17.95%
3 Consumer Staples 17.14%
4 Technology 12.89%
5 Consumer Discretionary 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2K ﹤0.01%
41
77
$2K ﹤0.01%
73
78
– –
-57,840
79
– –
-33,560
80
– –
-99,580
81
– –
-97
82
– –
-4,190
83
– –
-114
1 2 3
4