SCM

Sone Capital Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 10.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.6M
3
+$23.7M
4
FTV icon
Fortive
FTV
+$21.2M
5
MA icon
Mastercard
MA
+$20.6M

Top Sells

1
+$25.8M
2
+$24.5M
3
+$21.3M
4
ANSS
Ansys
ANSS
+$17.8M
5
ARMK icon
Aramark
ARMK
+$14.7M

Sector Composition

1 Technology 28.48%
2 Healthcare 19.76%
3 Financials 13.38%
4 Industrials 11.91%
5 Consumer Discretionary 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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