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
$158M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.73M
3
+$3.65M
4
EXC icon
Exelon
EXC
+$3.36M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.67M

Top Sells

1
+$8.04M
2
+$6.83M
3
+$4.37M
4
CCI icon
Crown Castle
CCI
+$4.22M
5
DGX icon
Quest Diagnostics
DGX
+$3.23M

Sector Composition

1 Utilities 26.41%
2 Consumer Staples 20.94%
3 Real Estate 8.88%
4 Materials 8.25%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-17,672
102
– –
-11,514
103
– –
-16,300
104
– –
-4,104
105
– –
-2,641
106
– –
-2,855
107
– –
-295,494
1 2 3 4
5