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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
51
$9.38M 0.79%
+150,139
52
$9.27M 0.78%
13,574
-3,495
53
$9.26M 0.78%
+49,264
54
$9.22M 0.77%
19,403
-6,060
55
$9.14M 0.77%
37,081
+6,782
56
$9.13M 0.76%
+33,138
57
$9.1M 0.76%
39,226
+24,667
58
$8.9M 0.74%
+134,771
59
$8.89M 0.74%
83,383
-2,512
60
$8.5M 0.71%
45,417
-41,121
61
$8.35M 0.7%
+21,352
62
$8.26M 0.69%
85,612
+2,986
63
$8.16M 0.68%
+44,360
64
$7.84M 0.66%
37,683
-9,439
65
$7.67M 0.64%
16,392
-26,611
66
$7.13M 0.6%
78,599
+31,938
67
$7.07M 0.59%
37,206
-18,307
68
$7M 0.59%
+76,572
69
$6.97M 0.58%
54,336
-38,733
70
$6.73M 0.56%
21,710
-13,094
71
$6.72M 0.56%
53,025
-23,683
72
$6.62M 0.55%
90,417
-77,830
73
$6.41M 0.54%
29,026
+11,859
74
$6.22M 0.52%
7,935
-13,559
75
$5.49M 0.46%
103,397
+6,065
1 2
3
4 5