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SCM

Schnieders Capital Management Portfolio holdings

AUM $629M
1-Year Est. Return 28.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$947K
3
+$710K
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$657K
5
INTU icon
Intuit
INTU
+$535K

Top Sells

1
+$3.7M
2
+$1.61M
3
+$1.52M
4
MPT
Medical Properties Trust
MPT
+$1.17M
5
WM icon
Waste Management
WM
+$1.1M

Sector Composition

1 Technology 20.77%
2 Healthcare 12.28%
3 Consumer Staples 11.35%
4 Communication Services 8.73%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-4,226
202
– –
-7,312
203
– –
-7,365
204
– –
-10,241
205
– –
-4,815
206
– –
-8,412
207
– –
-610
208
– –
-4,771
209
– –
-22,500
210
– –
-2,907
211
– –
-5,397
5 6 7 8
9