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
$232M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$5.59M
3
+$2.4M
4
ED icon
Consolidated Edison
ED
+$2.25M
5
CELG
Celgene Corp
CELG
+$2.09M

Top Sells

1
+$7.22M
2
+$5.72M
3
+$5.36M
4
RCI icon
Rogers Communications
RCI
+$5.34M
5
BFH icon
Bread Financial
BFH
+$5.31M

Sector Composition

1 Consumer Staples 38.18%
2 Utilities 28.35%
3 Real Estate 14.68%
4 Healthcare 6.83%
5 Financials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-432,745
77
– –
-8,653
78
– –
-9,965
79
– –
-48,878
80
– –
-1,392
81
– –
-68,902
1 2 3
4