SCM

Southport Capital Management Portfolio holdings

AUM $274M
1-Year Est. Return 28.84%
This Quarter Est. Return
1 Year Est. Return
+28.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.02M
3 +$966K
4
TPR icon
Tapestry
TPR
+$871K
5
DNP icon
DNP Select Income Fund
DNP
+$862K

Top Sells

1 +$1.11M
2 +$1.1M
3 +$1.08M
4
UNH icon
UnitedHealth
UNH
+$1.02M
5
CVX icon
Chevron
CVX
+$655K

Sector Composition

1 Healthcare 17.42%
2 Industrials 10.47%
3 Financials 9.22%
4 Consumer Staples 9.14%
5 Consumer Discretionary 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$6K ﹤0.01%
+75
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+224
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469
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470
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+100
471
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+816
472
0
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+50
474
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+300
475
$5K ﹤0.01%
+78