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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
76
$5.4M 0.45%
+148,476
77
$5.11M 0.43%
+41,075
78
$4.89M 0.41%
15,388
-68,256
79
$4.63M 0.39%
+7,253
80
$4.4M 0.37%
+43,672
81
$4.38M 0.37%
162,771
+2,175
82
$4.26M 0.36%
+40,880
83
$4.08M 0.34%
33,070
-91,897
84
$3.63M 0.3%
+12,353
85
$3.29M 0.28%
6,791
-43,523
86
$3.1M 0.26%
+41,609
87
$2.98M 0.25%
+2,762
88
$2.85M 0.24%
16,080
-8,090
89
$2.67M 0.22%
+18,954
90
$2.5M 0.21%
+13,380
91
$2.49M 0.21%
9,816
-8,598
92
$2.48M 0.21%
31,903
+28,194
93
$2.34M 0.2%
+1,908
94
$1.08M 0.09%
+3,067
95
$1.07M 0.09%
+4,635
96
$807K 0.07%
4,723
-4,570
97
– –
-53,697
98
– –
-12,965
99
– –
-345,822
100
– –
-163,552
2 3
4
5 6