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SC
Schubert & Co Portfolio holdings
AUM
$123M
1-Year Est. Return
7.76%
This Fund
S&P 500
1 Year Est. Return
-7.76%
AUM
$107M
AUM Growth
-$5.38M
(-4.8%)
Holding
1,673
Top Buys
| 1 | +$293K | |
| 2 | +$275K | |
| 3 | +$105K | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$78.7K |
| 5 |
Microsoft
MSFT
|
+$43.3K |
Top Sells
| 1 | +$3.34M | |
| 2 | +$2.56M | |
| 3 | +$251K | |
| 4 |
Texas Instruments
TXN
|
+$187K |
| 5 |
IBM
IBM
|
+$173K |
Sector Composition
| 1 | Technology | 72.02% |
| 2 | Energy | 1.24% |
| 3 | Healthcare | 0.96% |
| 4 | Communication Services | 0.9% |
| 5 | Consumer Discretionary | 0.75% |