SCM
Schnieders Capital Management Portfolio holdings
AUM
$570M
This Quarter Return
+4.98%
1 Year Return
+19.75%
3 Year Return
+78.63%
5 Year Return
+130.13%
10 Year Return
+276.15%
AUM
$179M
AUM Growth
+$179M
(+5.8%)
Cap. Flow
+$3.01M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
26.78%
Holding
148
New
14
Increased
45
Reduced
49
Closed
4
Top Buys
Top Sells
| 1 |
International Paper
IP
|
$509K |
| 2 |
Apple
AAPL
|
$508K |
| 3 |
TSNU
Tyson Foods, Inc.
TSNU
|
$335K |
| 4 |
Boeing
BA
|
$330K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$260K |
Sector Composition
| 1 | Healthcare | 16.05% |
| 2 | Consumer Staples | 13.77% |
| 3 | Communication Services | 10.75% |
| 4 | Industrials | 10.57% |
| 5 | Real Estate | 10.53% |
