SCP

Syntal Capital Partners Portfolio holdings

AUM $10M
1-Year Est. Return 35.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171K
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$16.8M
3
+$16.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$15.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.8M

Top Sells

No sells this quarter

Sector Composition

1 Energy 2.81%
2 Technology 1.48%
3 Healthcare 1.18%
4 Industrials 1.09%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2 ﹤0.01%
+30
127
$2 ﹤0.01%
+29
128
$2 ﹤0.01%
+40
2 3 4 5
6