SCM

Spring Capital Management Portfolio holdings

AUM $198M
1-Year Est. Return 13.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$208K
3
+$190K
4
AAPL icon
Apple
AAPL
+$166K
5
APD icon
Air Products & Chemicals
APD
+$121K

Top Sells

1
+$254K
2
+$225K
3
+$58.3K
4
WMT icon
Walmart Inc
WMT
+$49.4K
5
DE icon
Deere & Co
DE
+$49.4K

Sector Composition

1 Technology 25.45%
2 Industrials 20.29%
3 Consumer Staples 13.78%
4 Financials 10.53%
5 Energy 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.11%
1,767
52
– –
-2,141
53
– –
-6,000
1 2
3