SCM
Southport Capital Management Portfolio holdings
AUM
$274M
1-Year Return
28.84%
This Quarter Return
+4.35%
1 Year Return
+28.84%
3 Year Return
+79.94%
5 Year Return
+111.42%
10 Year Return
–
AUM
$149M
AUM Growth
+$6.68M
(+4.7%)
Cap. Flow
+$822K
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
25.16%
Holding
170
New
15
Increased
33
Reduced
53
Closed
11
Top Buys
| 1 |
UnitedHealth
UNH
|
+$703K |
| 2 |
International Paper
IP
|
+$646K |
| 3 |
Verizon
VZ
|
+$573K |
| 4 |
Clorox
CLX
|
+$553K |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$514K |
Top Sells
| 1 |
POT
Potash Corp Of Saskatchewan
POT
|
+$947K |
| 2 |
ConocoPhillips
COP
|
+$708K |
| 3 |
Apple
AAPL
|
+$410K |
| 4 |
Coca-Cola
KO
|
+$385K |
| 5 |
Meta Platforms (Facebook)
META
|
+$374K |
Sector Composition
| 1 | Healthcare | 21% |
| 2 | Industrials | 10.7% |
| 3 | Financials | 8.9% |
| 4 | Technology | 8.61% |
| 5 | Consumer Staples | 8.29% |
