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
1
$11M 8.84%
66,605
-103
2
$7.97M 6.42%
19,310
-61
3
$6.86M 5.53%
53,805
-63
4
$6.33M 5.1%
40,857
-55
5
$6.04M 4.86%
35,234
-110
6
$5.98M 4.81%
8,679
-30
7
$5.96M 4.8%
64,182
-89
8
$5.9M 4.74%
102,667
-240
9
$5.27M 4.24%
32,283
-26
10
$5.25M 4.22%
68,058
-148
11
$5.16M 4.15%
17,973
-14
12
$5.1M 4.11%
22,633
-13
13
$5M 4.03%
17,889
-19
14
$4.6M 3.7%
96,600
+81,000
15
$4.54M 3.65%
20,387
-16
16
$4.46M 3.59%
90,681
-27
17
$4.39M 3.53%
24,074
-13
18
$4.21M 3.39%
50,585
-13
19
$4.15M 3.34%
127,089
-182
20
$3.35M 2.69%
24,939
-18
21
$2.69M 2.16%
69,084
-34
22
$2.55M 2.05%
40,590
-39
23
$2.13M 1.72%
24,266
-10
24
$2.01M 1.62%
4,921
+275
25
$878K 0.71%
45,625
-262
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