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
+$392K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.25M
3
+$3.28M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$3.03M
5
GSM icon
FerroAtlántica
GSM
+$2.88M

Top Sells

1
+$16M
2
+$5.78M
3
+$3.1M
4
CONE
CyrusOne Inc Common Stock
CONE
+$2.78M
5
QTS
QTS REALTY TRUST, INC.
QTS
+$1.68M

Sector Composition

1 Communication Services 48.52%
2 Materials 20.04%
3 Consumer Discretionary 11.05%
4 Real Estate 9.32%
5 Utilities 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-35,000
1
2