SCP
Syntal Capital Partners Portfolio holdings
AUM
$10M
This Quarter Return
-9.03%
1 Year Return
+35.51%
3 Year Return
+102.22%
5 Year Return
+482.27%
10 Year Return
+830.32%
AUM
$71.1M
AUM Growth
+$71M
(+70,412%)
Cap. Flow
+$3.73M
Cap. Flow
% of AUM
5.24%
Top 10 Holdings %
Top 10 Hldgs %
78.17%
Holding
170
New
14
Increased
34
Reduced
30
Closed
35
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.34M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
$663K |
| 3 |
Triumph Financial, Inc.
TFIN
|
$600K |
| 4 |
Arch Capital
ACGL
|
$244K |
| 5 |
Nike
NKE
|
$239K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$573K |
| 2 |
PE
PARSLEY ENERGY INC
PE
|
$258K |
| 3 |
Apple
AAPL
|
$193K |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$186K |
| 5 |
Becton Dickinson
BDX
|
$171K |
Sector Composition
| 1 | Energy | 15.6% |
| 2 | Technology | 2.91% |
| 3 | Industrials | 2.39% |
| 4 | Consumer Discretionary | 2.25% |
| 5 | Financials | 1.58% |
