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
76
$156K 0.09%
+3,699
77
$155K 0.09%
4,548
78
$150K 0.09%
+5,076
79
$142K 0.08%
2,978
80
$139K 0.08%
2,020
+393
81
$139K 0.08%
1,153
+5
82
$136K 0.08%
2,230
83
$135K 0.08%
8,200
-53
84
$135K 0.08%
3,211
+35
85
$134K 0.08%
1,473
86
$130K 0.08%
904
-85
87
$130K 0.08%
3,516
88
$127K 0.07%
1,950
89
$126K 0.07%
1,920
90
$125K 0.07%
3,928
91
$123K 0.07%
3,148
+48
92
$122K 0.07%
14,113
93
$119K 0.07%
2,334
94
$117K 0.07%
5,014
95
$113K 0.07%
2,484
96
$112K 0.07%
1,729
+50
97
$111K 0.07%
1,820
98
$101K 0.06%
2,410
99
$98K 0.06%
755
100
$92K 0.05%
8,090
+2,950
2 3
4
5 6