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Scholtz & Company Portfolio holdings

AUM $195M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.27M
3
+$1.65M
4
VCEL icon
Vericel Corp
VCEL
+$1.39M
5
LLY icon
Eli Lilly
LLY
+$1.39M

Top Sells

1
+$7.06M
2
+$3.37M
3
+$2.92M
4
NOW icon
ServiceNow
NOW
+$2.37M
5
NVDA icon
NVIDIA
NVDA
+$1.48M

Sector Composition

1 Technology 27.12%
2 Healthcare 16.32%
3 Consumer Discretionary 13.62%
4 Financials 13.36%
5 Industrials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-685
52
– –
-3,400
53
– –
-14,265
54
– –
-21,672
1 2
3