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
$241M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$5.86M
3
+$5.69M
4
PPL icon
PPL Corp
PPL
+$1.89M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$800K

Top Sells

1
+$4.26M
2
+$4.11M
3
+$3.53M
4
PSA icon
Public Storage
PSA
+$3.51M
5
OUT icon
Outfront Media
OUT
+$580K

Sector Composition

1 Consumer Staples 32.31%
2 Utilities 27.61%
3 Real Estate 15.48%
4 Healthcare 6.5%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,265
77
– –
-2,405
78
– –
-8,365
79
– –
-4,422
1 2 3
4