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
$111M
AUM Growth
+$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$10.1M
3
+$9.34M
4
ATVI
Activision Blizzard
ATVI
+$7.77M
5
AABA
Altaba Inc
AABA
+$5.57M

Top Sells

1
+$8.16M
2
+$7.54M
3
+$6.91M
4
GTN icon
Gray Television
GTN
+$6.43M
5
FMSA
Fairmount Santrol Holdings Inc.
FMSA
+$6.41M

Sector Composition

1 Technology 36.15%
2 Communication Services 30.26%
3 Consumer Discretionary 8.13%
4 Real Estate 6.33%
5 Materials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-318,600
28
– –
0
29
– –
-175,000
30
– –
-50,000
31
– –
-875,000
1
2