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SC

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
$106M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.2M
3
+$1.76M
4
FDX icon
FedEx
FDX
+$1.61M
5
VRTU
Virtusa Corporation
VRTU
+$1.31M

Top Sells

1
+$2.87M
2
+$1.71M
3
+$1.6M
4
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
+$1.56M
5
AMZN icon
Amazon
AMZN
+$1.53M

Sector Composition

1 Financials 18.07%
2 Energy 16.36%
3 Consumer Discretionary 11.36%
4 Technology 10.88%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,620
77
– –
-62,800
78
– –
-65,195
79
– –
-62,200
80
– –
-22,450
81
– –
-88,300
82
– –
-20,975
83
– –
-28,700
84
– –
-6,600
85
– –
-28,150
86
– –
-90,900
1 2 3
4