SCM
Siphron Capital Management Portfolio holdings
AUM
$29.8M
This Quarter Return
+4.02%
1 Year Return
+24.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$29.8M
AUM Growth
+$29.8M
(+1%)
Cap. Flow
-$488K
Cap. Flow
% of AUM
-1.64%
Top 10 Holdings %
Top 10 Hldgs %
39.2%
Holding
76
New
1
Increased
3
Reduced
16
Closed
4
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$976K |
| 2 |
Walt Disney
DIS
|
$434K |
| 3 |
Under Armour
UAA
|
$369K |
| 4 |
Nike
NKE
|
$156K |
Top Sells
| 1 |
Donaldson
DCI
|
$854K |
| 2 |
Fastenal
FAST
|
$720K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$381K |
| 4 |
Amazon
AMZN
|
$287K |
| 5 |
Union Pacific
UNP
|
$21.7K |
Sector Composition
| 1 | Healthcare | 19.56% |
| 2 | Consumer Staples | 17.62% |
| 3 | Consumer Discretionary | 12.28% |
| 4 | Industrials | 10.84% |
| 5 | Technology | 10.76% |