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
$104M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$8.18M
2 +$6.42M
3 +$4.12M
4
C icon
Citigroup
C
+$3.87M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$1.99M

Top Sells

1 +$11.6M
2 +$5.54M
3 +$5.12M
4
CS
Credit Suisse Group
CS
+$2.65M
5
GS icon
Goldman Sachs
GS
+$2.17M

Sector Composition

1 Financials 55.32%
2 Consumer Staples 16.02%
3 Energy 9.28%
4 Communication Services 3.04%
5 Technology 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-23,056