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
$301M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$6.7M
3
+$6.38M
4
COTY icon
Coty
COTY
+$6.04M
5
CL icon
Colgate-Palmolive
CL
+$5.88M

Top Sells

1
+$13.1M
2
+$8.93M
3
+$8.14M
4
MCD icon
McDonald's
MCD
+$7.37M
5
BKNG icon
Booking.com
BKNG
+$6.06M

Sector Composition

1 Consumer Staples 30.74%
2 Utilities 26.6%
3 Industrials 11.51%
4 Communication Services 6.12%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,990
77
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-248,670
78
– –
-47,031
79
– –
-122,002
80
– –
-6,511
81
– –
-8,763
82
– –
-265,198
83
– –
-5,371
84
– –
-15,673
1 2 3
4