SCM

SkyTop Capital Management Portfolio holdings

AUM $96.8M
1-Year Est. Return 2.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.63%
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
+$11.8M
2
+$9.91M
3
+$8.81M
4
ATVI
Activision Blizzard
ATVI
+$7.46M
5
AABA
Altaba Inc
AABA
+$5.57M

Top Sells

1
+$8.55M
2
+$7.54M
3
+$6.91M
4
FMSA
Fairmount Santrol Holdings Inc.
FMSA
+$6.41M
5
HUN icon
Huntsman Corp
HUN
+$6.38M

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
– –
-170,000
27
– –
-60,000
28
– –
-221,200
29
– –
-260,000
30
– –
0
31
– –
-875,000
1
2