SCM

Spring Capital Management Portfolio holdings

AUM $204M
1-Year Est. Return 15.59%
This Quarter Est. Return
1 Year Est. Return
+15.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$479K
3
+$113K

Top Sells

1
+$25.2K
2
+$20.7K
3
+$18.8K
4
AAPL icon
Apple
AAPL
+$17K
5
BRO icon
Brown & Brown
BRO
+$13.8K

Sector Composition

1 Technology 26.16%
2 Industrials 18.01%
3 Consumer Staples 15.26%
4 Financials 9.42%
5 Energy 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$830K 0.67%
20,390
-250
27
$681K 0.55%
3,265
28
$479K 0.39%
+16,743
29
$256K 0.21%
1,120
30
$227K 0.18%
1,588
1
2