SCM
Schnieders Capital Management Portfolio holdings
AUM
$570M
This Quarter Return
+7.55%
1 Year Return
+19.75%
3 Year Return
+78.63%
5 Year Return
+130.13%
10 Year Return
+276.15%
AUM
$275M
AUM Growth
+$275M
(+11%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
3.86%
Top 10 Holdings %
Top 10 Hldgs %
28.81%
Holding
175
New
14
Increased
77
Reduced
45
Closed
1
Top Buys
Top Sells
| 1 |
Exxon Mobil
XOM
|
$448K |
| 2 |
APTS
Preferred Apartment Communities, Inc.
APTS
|
$362K |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$348K |
| 4 |
Apple
AAPL
|
$316K |
| 5 |
Pfizer
PFE
|
$281K |
Sector Composition
| 1 | Technology | 13.59% |
| 2 | Communication Services | 13.32% |
| 3 | Healthcare | 11.14% |
| 4 | Financials | 11.06% |
| 5 | Real Estate | 10.77% |
