SC

Scholtz & Company Portfolio holdings

AUM $228M
1-Year Est. Return 21.45%
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$4.42M
2 +$3.78M
3 +$2.67M
4
AMD icon
Advanced Micro Devices
AMD
+$2.21M
5
IAA
IAA, Inc. Common Stock
IAA
+$2.12M

Top Sells

1 +$7.29M
2 +$6.93M
3 +$4.54M
4
IAC icon
IAC Inc
IAC
+$3.08M
5
MTCH icon
Match Group
MTCH
+$1.12M

Sector Composition

1 Technology 24.51%
2 Consumer Discretionary 22.41%
3 Communication Services 12.75%
4 Healthcare 12.74%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-35,586