Titelia

Holdings of ICON FLEXIBLE BOND FUND

SCM Trust · Original filing · Compare with another fund · Report an error

Net assets
474.4M $ including 40M $ in equities, 8.4 %
Positions
16 in 1 countries
Bond lines
48 from 38 companies
Top ten
7.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Nuveen Floating Rate Income Fund 1,716,75912.9M $2.72 %
2AGNC Investment Corp 604,1316.1M $1.28 %
3Total Return Securities Fund 500,2943M $0.63 %
4MFS HIGH YIELD MUN TR 731,7342.6M $0.55 %
5MFS INVT GRADE MUN TR 241,3721.9M $0.41 %
6EATON VANCE MUNICIPAL INCOME TRUST 170,2801.8M $0.39 %
7Invesco Senior Income Trust 518,8881.7M $0.35 %
8Eaton Vance Senior Income Trust 307,3711.5M $0.32 %
9Nuveen Credit Strategies Income Fund 306,0351.5M $0.31 %
10RiverNorth Capital and Income Fund Inc 97,1821.4M $0.30 %
11Ares Public Funds 97,2371.2M $0.25 %
12Eaton Vance Senior Floating-Rate Trust 108,8701.1M $0.24 %
13State Street SPDR Bloomberg Short Term High Yield Bond ETF 45,7771.1M $0.24 %
14BlackRock Floating Rate Income Trust 103,0271.1M $0.23 %
15California First Leasing Corp 37,673941.8K $0.20 %
16Invesco Senior Loan ETF 2,73355.8K $0.01 %

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The bonds it holds

38 companies, 48 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1PNC Financial Services Group Inc/The111.8M $2.49 %
2Citigroup Inc49.5M $2.01 %
3Fifth Third Bancorp27.2M $1.52 %
4Corebridge Financial Inc27.1M $1.49 %
5APA Corp35.8M $1.23 %
6Energy Transfer LP25.5M $1.16 %
7Air Lease Corp15.3M $1.13 %
8American Electric Power Co Inc25.3M $1.12 %
9Charles Schwab Corp/The14.5M $0.94 %
10Genworth Financial Inc24.4M $0.93 %
11M&T Bank Corp14.3M $0.90 %
12Entergy Corp14.1M $0.86 %
13Huntington Bancshares Inc/OH13.4M $0.73 %
14ONEOK Inc13.1M $0.66 %
15Spire Inc13M $0.63 %
16Eversource Energy13M $0.62 %
17Stanley Black & Decker Inc12.9M $0.62 %
18ICAHN ENTERPRISES LP12.8M $0.59 %
19Tidewater Inc12.7M $0.56 %
20MetLife Inc12.6M $0.55 %
21BAUSCH + LOMB CORP12.3M $0.47 %
22Perrigo Co PLC12.2M $0.47 %
23Enova International Inc12.1M $0.45 %
24Wells Fargo & Co12.1M $0.44 %
25Mineral Resources Ltd12.1M $0.44 %
26McKesson Corp12.1M $0.43 %
27Bank of Nova Scotia/The12M $0.43 %
28Deluxe Corp12M $0.42 %
29Pitney Bowes Inc12M $0.42 %
30Truist Financial Corp12M $0.42 %
31Capital One Financial Corp12M $0.42 %
32Cascades Inc12M $0.42 %
33JetBlue Airways Corp11.9M $0.40 %
34Embecta Corp11.9M $0.39 %
35J M Smucker Co/The11.3M $0.27 %
36Enbridge Inc11.1M $0.22 %
37Allstate Corp/The1899.8K $0.19 %
38Carvana Co1270.3K $0.06 %

Sector breakdown

  • Unattributed 100.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1640M $100.00 %
Cite this page

Titelia. "Holdings of ICON FLEXIBLE BOND FUND". https://titelia.com/en/funds/S000067902