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
$309M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.88M
2 +$3.13M
3 +$1.86M
4
NVDA icon
NVIDIA
NVDA
+$1.78M
5
UNH icon
UnitedHealth
UNH
+$1.73M

Top Sells

1 +$4.48M
2 +$2.56M
3 +$2.51M
4
ASPU
ASPEN GROUP, INC.
ASPU
+$2.12M
5
DIS icon
Walt Disney
DIS
+$1.76M

Sector Composition

1 Technology 32.39%
2 Consumer Discretionary 19.08%
3 Communication Services 12.56%
4 Healthcare 9.74%
5 Financials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,000