SC
Scholtz & Company Portfolio holdings
AUM
$230M
1-Year Est. Return
20.25%
This Fund
S&P 500
1 Year Est. Return
+20.25%
AUM
$228M
AUM Growth
-$212K
(-0.09%)
Holding
54
Top Buys
| 1 | +$2.75M | |
| 2 | +$2.22M | |
| 3 | +$2M | |
| 4 |
Philip Morris
PM
|
+$1.23M |
| 5 |
Amazon
AMZN
|
+$1.15M |
Top Sells
| 1 | +$3.2M | |
| 2 | +$2.99M | |
| 3 | +$2.15M | |
| 4 |
TransDigm Group
TDG
|
+$1.98M |
| 5 |
Quanta Services
PWR
|
+$1.7M |
Sector Composition
| 1 | Technology | 23.26% |
| 2 | Financials | 17.2% |
| 3 | Consumer Discretionary | 14.41% |
| 4 | Communication Services | 12.54% |
| 5 | Industrials | 11.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.08T
| – | – |
-559
|
|
||
52
Blue Owl Capital
OWL
$6.94B
| – | – |
-166,790
|
|
||
53
Vericel Corp
VCEL
$1.72B
| – | – |
-50,573
|
|