SCM
Schnieders Capital Management Portfolio holdings
AUM
$570M
This Quarter Return
+7.3%
1 Year Return
+19.75%
3 Year Return
+78.63%
5 Year Return
+130.13%
10 Year Return
+276.15%
AUM
$446M
AUM Growth
+$446M
(+2.2%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-2.68%
Top 10 Holdings %
Top 10 Hldgs %
36.03%
Holding
211
New
12
Increased
61
Reduced
64
Closed
13
Top Buys
| 1 |
Tesla
TSLA
|
$1.26M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.03M |
| 3 |
Advanced Micro Devices
AMD
|
$855K |
| 4 |
Bank of America Series L
BAC.PRL
|
$640K |
| 5 |
Intuit
INTU
|
$581K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.98M |
| 2 |
Intel
INTC
|
$1.75M |
| 3 |
Verizon
VZ
|
$1.59M |
| 4 |
Apple
AAPL
|
$1.17M |
| 5 |
Waste Management
WM
|
$1.17M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Healthcare | 12.28% |
| 3 | Consumer Staples | 11.35% |
| 4 | Communication Services | 8.73% |
| 5 | Financials | 8.2% |
