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
$152M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$9.77M
2
+$9.48M
3
+$9M
4
WLB
Westmoreland Coal Company
WLB
+$5.4M
5
GD icon
General Dynamics
GD
+$4.63M

Top Sells

1
+$8.84M
2
+$8.47M
3
+$5.38M
4
ALSN icon
Allison Transmission
ALSN
+$4.87M
5
VTOL icon
Bristow Group
VTOL
+$4.72M

Sector Composition

1 Industrials 27.81%
2 Technology 23.5%
3 Communication Services 15.59%
4 Real Estate 9.02%
5 Energy 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 17.96%
782,005
-100,000
2
$21.1M 13.85%
393,737
-125,000
3
$13.8M 9.04%
352,443
+80,346
4
$13.8M 9.02%
60,665
+20,665
5
$10.6M 6.94%
+125,000
6
$10.5M 6.9%
+213,743
7
$10M 6.56%
+60,000
8
$8.44M 5.54%
432,502
-116,062
9
$8.26M 5.42%
120,735
10
$7.16M 4.7%
79,300
+41,800
11
$6.08M 3.99%
331,969
12
$5.56M 3.65%
164,142
-153,050
13
$5.13M 3.37%
+154,589
14
$4.68M 3.07%
+34,044
15
– –
-109,046
16
– –
-94,885
17
– –
-265,344
18
– –
-108,632
19
– –
-1,442,625