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
$168M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$327K
2 +$312K
3 +$138K
4
UPS icon
United Parcel Service
UPS
+$138K
5
AAPL icon
Apple
AAPL
+$138K

Top Sells

1 +$341K
2 +$297K
3 +$220K
4
USB icon
US Bancorp
USB
+$213K
5
XOM icon
Exxon Mobil
XOM
+$194K

Sector Composition

1 Consumer Staples 24.11%
2 Financials 16.77%
3 Healthcare 10.36%
4 Industrials 9.38%
5 Energy 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$7K ﹤0.01%
1,100
102
-4,529