SC

Schulhoff & Co Portfolio holdings

AUM $234M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$212K
2 +$170K
3 +$111K
4
VZ icon
Verizon
VZ
+$89.9K
5
GE icon
GE Aerospace
GE
+$50.2K

Top Sells

1 +$380K
2 +$303K
3 +$116K
4
MKC icon
McCormick & Company Non-Voting
MKC
+$84.5K
5
VNO icon
Vornado Realty Trust
VNO
+$79.5K

Sector Composition

1 Consumer Staples 25.54%
2 Financials 14.34%
3 Healthcare 11.12%
4 Energy 10.79%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,613
102
-20,100