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
$437M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.9M
3
+$14.8M
4
APC
Anadarko Petroleum
APC
+$10.3M
5
IBM icon
IBM
IBM
+$10.1M

Top Sells

1
+$24M
2
+$17.5M
3
+$16.1M
4
ORCL icon
Oracle
ORCL
+$13.9M
5
GLW icon
Corning
GLW
+$11.5M

Sector Composition

1 Consumer Staples 37.05%
2 Healthcare 19.86%
3 Communication Services 11.22%
4 Utilities 9.73%
5 Materials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,870
102
– –
-4,985
103
– –
-23,405
1 2 3 4
5