SCM

Spring Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$220K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1 +$153K
2 +$50.3K
3 +$17.7K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$8.1K

Top Sells

1 +$894K
2 +$443K
3 +$422K
4
ETN icon
Eaton
ETN
+$418K
5
JNJ icon
Johnson & Johnson
JNJ
+$412K

Sector Composition

1 Technology 21.18%
2 Industrials 21.07%
3 Consumer Staples 14.93%
4 Energy 10.58%
5 Financials 7.55%