SCM

Sone Capital Management Portfolio holdings

AUM $1.19B
1-Year Est. Return 10.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$971M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$24M
3
+$23.9M
4
LII icon
Lennox International
LII
+$21.7M
5
PCTY icon
Paylocity
PCTY
+$21.6M

Top Sells

1
+$28.1M
2
+$21.5M
3
+$20.8M
4
SHW icon
Sherwin-Williams
SHW
+$18.6M
5
WCN icon
Waste Connections
WCN
+$14.2M

Sector Composition

1 Technology 25.45%
2 Healthcare 19.56%
3 Industrials 14.51%
4 Financials 12.83%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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