SCM

Schnieders Capital Management Portfolio holdings

AUM $642M
1-Year Est. Return 28.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$1.05M
2 +$971K
3 +$919K
4
BA icon
Boeing
BA
+$915K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$828K

Sector Composition

1 Technology 16.53%
2 Communication Services 14.07%
3 Healthcare 12.35%
4 Consumer Staples 9.04%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,274
177
-17,658