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
$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
151
$21K 0.01%
+1,042
152
$17K 0.01%
126
-1,684
153
$17K 0.01%
1,150
154
$16K 0.01%
632
-262
155
$11K 0.01%
278
-111
156
$6K ﹤0.01%
364
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