SCP

Syntal Capital Partners Portfolio holdings

AUM $10M
1-Year Est. Return 35.51%
This Quarter Est. Return
1 Year Est. Return
+35.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$3.27M
3
+$2.77M
4
AAP icon
Advance Auto Parts
AAP
+$241K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$230K

Top Sells

1
+$33.5M
2
+$21.1M
3
+$2.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$898K
5
SNA icon
Snap-on
SNA
+$348K

Sector Composition

1 Energy 8.47%
2 Industrials 1.17%
3 Healthcare 0.91%
4 Technology 0.84%
5 Financials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$306K 0.18%
3,202
27
$300K 0.18%
2,678
+335
28
$292K 0.17%
2,129
29
$267K 0.16%
1,285
30
$254K 0.15%
3,537
31
$250K 0.15%
5,398
-2,312
32
$242K 0.14%
6,389
33
$241K 0.14%
+1,517
34
$241K 0.14%
38,300
35
$239K 0.14%
2,400
36
$234K 0.14%
5,624
37
$234K 0.14%
2,334
38
$233K 0.14%
2,887
39
$233K 0.14%
4,260
40
$232K 0.14%
6,911
-6,648
41
$230K 0.14%
+1,534
42
$229K 0.14%
+2,201
43
$228K 0.13%
4,893
+12
44
$226K 0.13%
4,801
-5,770
45
$225K 0.13%
+4,024
46
$224K 0.13%
+4,215
47
$224K 0.13%
+2,565
48
$224K 0.13%
+4,637
49
$221K 0.13%
+14,592
50
$221K 0.13%
+3,294
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