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
$74.2M
AUM Growth
-$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$5.85M
3
+$5.36M
4
GM icon
General Motors
GM
+$1.9M
5
OPLN
Openlane
OPLN
+$784K

Top Sells

1
+$10.5M
2
+$5.07M
3
+$4.93M
4
VLO icon
Valero Energy
VLO
+$4.66M
5
SHOP icon
Shopify
SHOP
+$4.11M

Sector Composition

1 Communication Services 37.57%
2 Technology 21.05%
3 Consumer Discretionary 7.98%
4 Materials 7.71%
5 Real Estate 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-17,554
27
– –
-40,953
28
– –
-126,600
29
– –
-21,550
30
– –
-61,667
1
2