SCM

SkyTop Capital Management Portfolio holdings

AUM $96.8M
1-Year Est. Return 2.72%
This Quarter Est. Return
1 Year Est. Return
+2.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$245K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$4.99M
3
+$2.84M
4
QTS
QTS REALTY TRUST, INC.
QTS
+$1.68M
5
DFT
DuPont Fabros Technology Inc.
DFT
+$1.66M

Top Sells

1
+$7.75M
2
+$6.53M
3
+$4.35M
4
POST icon
Post Holdings
POST
+$4.26M
5
FCX icon
Freeport-McMoran
FCX
+$3.1M

Sector Composition

1 Communication Services 38.12%
2 Real Estate 14.2%
3 Materials 11.45%
4 Consumer Discretionary 3.79%
5 Financials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-50,000
1
2