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
101
$89K 0.05%
2,472
102
$87K 0.05%
1,950
103
$87K 0.05%
17,540
104
$85K 0.05%
1,900
105
$82K 0.05%
3,456
106
$69K 0.04%
764
107
$67K 0.04%
1,206
108
$65K 0.04%
1,306
+1,059
109
$64K 0.04%
726
+5
110
$60K 0.04%
2,000
111
$55K 0.03%
767
-2,999
112
$54K 0.03%
633
113
$53K 0.03%
1,463
+825
114
$52K 0.03%
503
+1
115
$50K 0.03%
466
116
$48K 0.03%
+355
117
$48K 0.03%
2,550
118
$45K 0.03%
910
119
$45K 0.03%
850
120
$44K 0.03%
311
121
$43K 0.03%
457
+1
122
$43K 0.03%
3,500
123
$42K 0.02%
1,510
+1,470
124
$40K 0.02%
1,301
125
$40K 0.02%
556
+1
3 4
5
6 7