SCM

Stamina Capital Management Portfolio holdings

AUM $13.3M
1-Year Est. Return 71.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+71.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.3M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.52M
3
+$2.07M
4
IMO icon
Imperial Oil
IMO
+$1.64M
5
UBER icon
Uber
UBER
+$1.33M

Top Sells

1
+$19.3M
2
+$17.8M
3
+$17.1M
4
LAD icon
Lithia Motors
LAD
+$12.2M
5
CPAY icon
Corpay
CPAY
+$10.6M

Sector Composition

1 Industrials 30.78%
2 Financials 19.69%
3 Technology 19.07%
4 Consumer Staples 9.94%
5 Energy 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-25,770
27
– –
-10,896
28
– –
-66,033
29
– –
-389,775
30
– –
-19,435
31
– –
-10,819
32
– –
0
33
– –
0
1
2