SC
Scholtz & Company Portfolio holdings
AUM
$228M
1-Year Est. Return
21.29%
1 Year Est. Return
+21.29%
AUM
$228M
AUM Growth
+$25.8M
(+13%)
Holding
54
Top Buys
| 1 | +$4.36M | |
| 2 | +$3.92M | |
| 3 | +$2.43M | |
| 4 |
Quanta Services
PWR
|
+$2.37M |
| 5 |
Clearwater Analytics
CWAN
|
+$2.28M |
Top Sells
| 1 | +$4.55M | |
| 2 | +$2.28M | |
| 3 | +$2.17M | |
| 4 |
NVIDIA
NVDA
|
+$1.76M |
| 5 |
Liberty Media Series C
FWONK
|
+$1.61M |
Sector Composition
| 1 | Technology | 22.71% |
| 2 | Financials | 18.49% |
| 3 | Consumer Discretionary | 13.87% |
| 4 | Industrials | 12.81% |
| 5 | Communication Services | 11.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Apyx Medical
APYX
$149M
| $45K | 0.02% |
20,000
|
|
||
52
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
| – | – |
-79,954
|
|
||
53
Eli Lilly
LLY
$918B
| – | – |
-2,762
|
|