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SCM

Sone Capital Management Portfolio holdings

AUM $1.19B
1-Year Est. Return 14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$30.7M
3
+$30M
4
ICE icon
Intercontinental Exchange
ICE
+$24.9M
5
LII icon
Lennox International
LII
+$24.6M

Top Sells

1
+$26.9M
2
+$23.2M
3
+$20.9M
4
ADSK icon
Autodesk
ADSK
+$20.8M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Sector Composition

1 Technology 20.5%
2 Financials 17.55%
3 Industrials 16.54%
4 Healthcare 16%
5 Consumer Discretionary 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.2M 1.44%
123,895
+81,266
27
$16.8M 1.4%
76,357
-52,343
28
$16.8M 1.4%
250,482
+160,612
29
$16.6M 1.39%
65,858
+5,348
30
$15.9M 1.33%
46,434
+18,847
31
$15.8M 1.32%
121,428
+104,063
32
$15.1M 1.26%
86,668
+48,065
33
$14.8M 1.24%
90,772
-137,320
34
$14.3M 1.2%
+148,489
35
$14.3M 1.19%
170,345
+25,833
36
$13.6M 1.14%
155,379
+123,591
37
$12.9M 1.08%
262,583
-304,609
38
$12.6M 1.05%
183,619
-139,474
39
$12.3M 1.03%
81,459
+43,679
40
$11.9M 1%
23,870
+22,688
41
$11.7M 0.98%
31,638
+2,300
42
$11.6M 0.97%
180,358
+62,844
43
$11.1M 0.93%
89,341
+20,881
44
$11M 0.92%
160,039
-200,150
45
$10.6M 0.89%
587,131
+381,991
46
$10.6M 0.88%
+132,053
47
$10.3M 0.86%
138,800
+105,655
48
$10.3M 0.86%
153,356
-100,430
49
$9.66M 0.81%
+18,650
50
$9.56M 0.8%
31,877
-43,076
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