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
$128M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$115K
3
+$110K

Top Sells

1
+$4.15M
2
+$1.31M
3
+$878K
4
AAPL icon
Apple
AAPL
+$260K
5
DE icon
Deere & Co
DE
+$211K

Sector Composition

1 Technology 24.28%
2 Industrials 22.06%
3 Consumer Staples 14.94%
4 Financials 10.01%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$576K 0.45%
2,605
-660
27
$480K 0.38%
16,743
28
$276K 0.22%
1,120
29
$210K 0.16%
1,588
30
– –
-127,089
31
– –
-45,625
1
2