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
$94.3M
AUM Growth
-$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$4.39M
3
+$1.78M
4
IMO icon
Imperial Oil
IMO
+$1.51M
5
UBER icon
Uber
UBER
+$1.02M

Top Sells

1
+$18.8M
2
+$17.8M
3
+$15.7M
4
LAD icon
Lithia Motors
LAD
+$11.5M
5
CPAY icon
Corpay
CPAY
+$9.31M

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
– –
0
28
– –
-10,896
29
– –
-66,033
30
– –
-389,775
31
– –
-19,435
32
– –
-10,819
33
– –
0
1
2