SCM
Symons Capital Management Portfolio holdings
AUM $156M
1-Year Return
9.47%
This Quarter Return
-22.07%
1 Year Return
+9.47%
3 Year Return
+25.05%
5 Year Return
+28.02%
10 Year Return
–
AUM
$171M
AUM Growth
-$22M
(-11%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
7.82%
Top 10 Holdings %
Top 10 Hldgs %
40.08%
Holding
103
New
34
Increased
8
Reduced
44
Closed
14
Top Buys
| 1 |
Gilead Sciences
GILD
|
+$6.83M |
| 2 |
Agnico Eagle Mines
AEM
|
+$6.43M |
| 3 |
Ericsson
ERIC
|
+$5.72M |
| 4 |
US Bancorp
USB
|
+$5.25M |
| 5 |
Nutrien
NTR
|
+$4.37M |
Top Sells
| 1 |
Clorox
CLX
|
+$7.1M |
| 2 |
Alliant Energy
LNT
|
+$6.87M |
| 3 |
Conagra Brands
CAG
|
+$5.58M |
| 4 |
Park Hotels & Resorts
PK
|
+$5.11M |
| 5 |
Essential Utilities
WTRG
|
+$5.1M |
Sector Composition
| 1 | Consumer Staples | 22.03% |
| 2 | Utilities | 19.59% |
| 3 | Healthcare | 9.54% |
| 4 | Real Estate | 9.28% |
| 5 | Materials | 6.57% |