SC

Scholtz & Company Portfolio holdings

AUM $228M
1-Year Est. Return 21.45%
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95M
AUM Growth
+$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$4.27M
2 +$3.66M
3 +$1.94M
4
TWX
Time Warner Inc
TWX
+$1.5M
5
AMZN icon
Amazon
AMZN
+$1.04M

Top Sells

1 +$2.25M
2 +$2.07M
3 +$1.98M
4
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$1.91M
5
CLDT
Chatham Lodging
CLDT
+$1.85M

Sector Composition

1 Healthcare 24.18%
2 Financials 15.24%
3 Consumer Discretionary 14.41%
4 Communication Services 12.39%
5 Technology 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-21,500