SCM

Symons Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 9.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$430M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$18.1M
3 +$17.3M
4
ERIC icon
Ericsson
ERIC
+$16M
5
VIAB
Viacom Inc. Class B
VIAB
+$15.7M

Top Sells

1 +$19.9M
2 +$15M
3 +$14.3M
4
PSA icon
Public Storage
PSA
+$12.7M
5
DHC
Diversified Healthcare Trust
DHC
+$10.9M

Sector Composition

1 Consumer Staples 31.25%
2 Utilities 24.41%
3 Communication Services 18.91%
4 Healthcare 8.98%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-186,186