SCM

Symons Capital Management Portfolio holdings

AUM $156M
1-Year Est. Return 9.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$5.6M
3
+$5.37M
4
WTRG icon
Essential Utilities
WTRG
+$5.07M
5
HST icon
Host Hotels & Resorts
HST
+$4.86M

Top Sells

1
+$7.63M
2
+$6.7M
3
+$6.61M
4
ALK icon
Alaska Air
ALK
+$6.42M
5
PFG icon
Principal Financial Group
PFG
+$6.38M

Sector Composition

1 Consumer Staples 31.74%
2 Utilities 30.22%
3 Real Estate 12.62%
4 Industrials 6.08%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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