SC
Scholtz & Company Portfolio holdings
AUM
$228M
This Quarter Return
+0.74%
1 Year Return
+21.45%
3 Year Return
+111.21%
5 Year Return
+180.89%
10 Year Return
+856.05%
AUM
$283M
AUM Growth
+$283M
(-3.3%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-3.86%
Top 10 Holdings %
Top 10 Hldgs %
47.87%
Holding
80
New
8
Increased
28
Reduced
33
Closed
10
Top Buys
| 1 |
Marvell Technology
MRVL
|
$5.75M |
| 2 |
Lam Research
LRCX
|
$4.62M |
| 3 |
Trex
TREX
|
$2.79M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$1.23M |
| 5 |
UnitedHealth
UNH
|
$1.1M |
Top Sells
| 1 |
Vimeo
VMEO
|
$4.42M |
| 2 |
Alibaba
BABA
|
$4.34M |
| 3 |
The Joint Corp
JYNT
|
$3.88M |
| 4 |
RNLX
Renalytix plc American Depositary Shares
RNLX
|
$2.72M |
| 5 |
EAR
Eargo, Inc. Common Stock
EAR
|
$1.51M |
Sector Composition
| 1 | Technology | 28.92% |
| 2 | Consumer Discretionary | 21.41% |
| 3 | Communication Services | 13.33% |
| 4 | Healthcare | 10.24% |
| 5 | Financials | 9.92% |