SCM

Symons Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 9.47%
This Quarter Est. Return
1 Year Est. Return
+9.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.9M
3
+$14.8M
4
APC
Anadarko Petroleum
APC
+$10.3M
5
IBM icon
IBM
IBM
+$10.1M

Top Sells

1
+$24M
2
+$17.5M
3
+$16.1M
4
ORCL icon
Oracle
ORCL
+$13.9M
5
GLW icon
Corning
GLW
+$11.5M

Sector Composition

1 Consumer Staples 37.05%
2 Healthcare 19.86%
3 Communication Services 11.22%
4 Utilities 9.73%
5 Materials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$440K 0.1%
14,610
-3,410
52
$417K 0.1%
1,918
-535
53
$380K 0.09%
7,065
-1,770
54
$377K 0.09%
2,441
-68
55
$371K 0.08%
11,820
-3,760
56
$349K 0.08%
9,995
-22,305
57
$349K 0.08%
8,660
-6,420
58
$342K 0.08%
4,825
-1,315
59
$326K 0.07%
8,390
-2,400
60
$326K 0.07%
75,600
-17,330
61
$317K 0.07%
3,595
-960
62
$300K 0.07%
3,818
-9,057
63
$298K 0.07%
13,880
64
$294K 0.07%
4,080
-1,635
65
$288K 0.07%
+21,490
66
$288K 0.07%
9,991
-2,691
67
$283K 0.06%
18,890
-5,910
68
$281K 0.06%
+11,300
69
$280K 0.06%
10,535
-16,740
70
$274K 0.06%
+6,830
71
$271K 0.06%
12,360
-18,110
72
$271K 0.06%
+15,980
73
$268K 0.06%
3,690
-8,020
74
$265K 0.06%
11,300
-2,467
75
$259K 0.06%
43,750
-87,650
1 2
3
4 5