SC
Scholtz & Company Portfolio holdings
AUM
$228M
1-Year Est. Return
21.45%
1 Year Est. Return
+21.45%
AUM
$202M
AUM Growth
-$7.29M
(-3.5%)
Holding
58
Top Buys
| 1 | +$5.23M | |
| 2 | +$2.18M | |
| 3 | +$1.99M | |
| 4 |
Wynn Resorts
WYNN
|
+$1.91M |
| 5 |
Penumbra
PEN
|
+$1.82M |
Top Sells
| 1 | +$3.54M | |
| 2 | +$2.84M | |
| 3 | +$2.07M | |
| 4 |
Generac Holdings
GNRC
|
+$1.84M |
| 5 |
Advanced Micro Devices
AMD
|
+$1.83M |
Sector Composition
| 1 | Financials | 18.47% |
| 2 | Technology | 17.11% |
| 3 | Healthcare | 14.96% |
| 4 | Consumer Discretionary | 13.83% |
| 5 | Industrials | 11.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Advanced Micro Devices
AMD
$378B
| – | – |
-15,185
|
|
||
52
AutoZone
AZO
$67.2B
| – | – |
-68
|
|
||
|
53
Generac Holdings
GNRC
$11.2B
| – | – |
-11,841
|
|
||
54
Illumina
ILMN
$14.7B
| – | – |
-21,280
|
|
||
55
JPMorgan Chase
JPM
$810B
| – | – |
-1,191
|
|
||
56
Constellation Brands
STZ
$24.6B
| – | – |
-1,488
|
|