SC

Scholtz & Company Portfolio holdings

AUM $230M
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$5.72M
2 +$4.94M
3 +$2.86M
4
SPLK
Splunk Inc
SPLK
+$1.24M
5
UNH icon
UnitedHealth
UNH
+$1.17M

Sector Composition

1 Technology 28.92%
2 Consumer Discretionary 21.41%
3 Communication Services 13.33%
4 Healthcare 10.24%
5 Financials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,890