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
$157M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$112K
2 +$100K
3 +$66K
4
VZ icon
Verizon
VZ
+$64.4K
5
CVX icon
Chevron
CVX
+$53.7K

Top Sells

1 +$1.01M
2 +$526K
3 +$403K
4
IBM icon
IBM
IBM
+$358K
5
GE icon
GE Aerospace
GE
+$274K

Sector Composition

1 Consumer Staples 25.08%
2 Financials 15.06%
3 Healthcare 11.21%
4 Energy 10.58%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,600