SCM

Springhouse Capital Management Portfolio holdings

AUM $54.7M
1-Year Est. Return 19.24%
This Quarter Est. Return
1 Year Est. Return
+19.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$29.7M
2 +$16.8M
3 +$15.6M
4
MS icon
Morgan Stanley
MS
+$12M
5
GS icon
Goldman Sachs
GS
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 67.01%
2 Consumer Discretionary 21.05%
3 Healthcare 2.88%
4 Industrials 2.06%
5 Consumer Staples 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$335K 0.23%
+6,268
27
$272K 0.19%
+31,268
28
$141K 0.1%
+12,139
29
$119K 0.08%
+37,055
30
$119K 0.08%
+36,537