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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
1
$39.3M 3.29%
686,754
+254,259
2
$31.5M 2.64%
+133,230
3
$31.1M 2.6%
195,301
+72,925
4
$30.7M 2.57%
210,085
+32,155
5
$30.3M 2.53%
+62,185
6
$28.7M 2.4%
+54,769
7
$28.2M 2.36%
333,912
+218,791
8
$27.5M 2.3%
247,481
+175,280
9
$27.3M 2.28%
95,122
+60,700
10
$25.9M 2.16%
347,221
+224,743
11
$23.6M 1.98%
92,960
+1,249
12
$23.5M 1.96%
+139,286
13
$22.3M 1.87%
+42,202
14
$22.1M 1.85%
52,350
+36,666
15
$21M 1.76%
109,396
+66,356
16
$20.7M 1.74%
+58,161
17
$20.1M 1.68%
228,837
+133,590
18
$20M 1.67%
82,233
-9,831
19
$19.7M 1.65%
99,183
+75,238
20
$18.5M 1.55%
138,535
+68,083
21
$18.3M 1.53%
+187,387
22
$18.2M 1.53%
193,741
+108,957
23
$18.1M 1.52%
135,758
+33,329
24
$17.9M 1.5%
355,135
+313,918
25
$17.4M 1.46%
240,478
+126,474
1
2 3 4 5