SC

Schulhoff & Co Portfolio holdings

AUM $225M
1-Year Est. Return 9.07%
This Quarter Est. Return
1 Year Est. Return
+9.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$236K
2 +$218K
3 +$217K
4
RTX icon
RTX Corp
RTX
+$211K
5
BP icon
BP
BP
+$207K

Top Sells

1 +$104K
2 +$75.9K
3 +$47.6K
4
PG icon
Procter & Gamble
PG
+$47.2K
5
WSBC icon
WesBanco
WSBC
+$40.6K

Sector Composition

1 Consumer Staples 25.18%
2 Financials 17.15%
3 Healthcare 10.47%
4 Industrials 9.35%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$74K 0.04%
18,000
102
$5K ﹤0.01%
1,100