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
$123M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.11M
3
+$3.33M
4
TTWO icon
Take-Two Interactive
TTWO
+$3.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.12M

Top Sells

1
+$5.55M
2
+$4.84M
3
+$3.14M
4
MU icon
Micron Technology
MU
+$1.81M
5
APTV icon
Aptiv
APTV
+$1.34M

Sector Composition

1 Communication Services 25.41%
2 Technology 25.13%
3 Industrials 10.07%
4 Materials 8.97%
5 Energy 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$532K 0.43%
9,010
-7,490
27
– –
-501,093
28
– –
-15,000
29
– –
-166,000
30
– –
-32,250
1
2