SCM

Sollinda Capital Management Portfolio holdings

AUM $384M
1-Year Est. Return 8.73%
This Quarter Est. Return
1 Year Est. Return
+8.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$12.6M
2 +$12.6M
3 +$12.2M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$11.4M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.9M

Sector Composition

1 Consumer Discretionary 0.76%
2 Technology 0.71%
3 Financials 0.44%
4 Industrials 0.3%
5 Utilities 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$231K 0.07%
2,029
52
$220K 0.07%
1,459
-1,139
53
$202K 0.06%
776
-1,142
54
$167K 0.05%
12,487
-507
55
$125K 0.04%
25,821
-3,722
56
$105K 0.03%
10,500
-3,104
57
-2,519
58
-17,646
59
-69
60
-3,525
61
-6,543
62
-7,214
63
-2,763
64
-9,043
65
-14,681
66
-3,920
67
-50,000
68
-1,510
69
0
70
-1,346
71
-974
72
-2,000
73
-29,734
74
-2,004
75
-6,684