SCM

Southport Capital Management Portfolio holdings

AUM $274M
1-Year Est. Return 28.84%
This Fund
S&P 500
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 +$1.01M
3 +$960K
4
TPR icon
Tapestry
TPR
+$843K
5
DNP icon
DNP Select Income Fund
DNP
+$832K

Top Sells

1 +$1.09M
2 +$1.08M
3 +$1M
4
UNH icon
UnitedHealth
UNH
+$963K
5
CVX icon
Chevron
CVX
+$628K

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
551
$0 ﹤0.01%
+6