SCM

Stamina Capital Management Portfolio holdings

AUM $13.3M
1-Year Est. Return 81.13%
This Quarter Est. Return
1 Year Est. Return
+81.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$10.8M
3
+$6.9M
4
CPAY icon
Corpay
CPAY
+$6M
5
LNG icon
Cheniere Energy
LNG
+$5.66M

Top Sells

1
+$38M
2
+$16.2M
3
+$15.8M
4
OPEN icon
Opendoor
OPEN
+$13.7M
5
LAD icon
Lithia Motors
LAD
+$11.9M

Sector Composition

1 Technology 25.15%
2 Consumer Discretionary 23.38%
3 Industrials 20.06%
4 Financials 15.71%
5 Communication Services 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.53%
10,996
-33,938
27
$315K 0.08%
+1,720
28
$300K 0.08%
+1,800
29
– –
-358,476
30
– –
-46,507
31
– –
-17,540
1
2