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
$225M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Sells

1 +$1.79M
2 +$612K
3 +$542K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$495K
5
STZ icon
Constellation Brands
STZ
+$345K

Sector Composition

1 Healthcare 12.51%
2 Technology 11.8%
3 Materials 10.3%
4 Consumer Staples 8.47%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$4K ﹤0.01%
400
177
$2K ﹤0.01%
40,000
178
-2,144
179
-17,432