SC

Schulhoff & Co Portfolio holdings

AUM $238M
1-Year Est. Return 15.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$243K
2 +$200K
3 +$174K
4
VZ icon
Verizon
VZ
+$122K
5
EL icon
Estee Lauder
EL
+$86.8K

Top Sells

1 +$172K
2 +$157K
3 +$114K
4
BAC icon
Bank of America
BAC
+$30K
5
PG icon
Procter & Gamble
PG
+$12.9K

Sector Composition

1 Consumer Staples 23.96%
2 Financials 16.78%
3 Healthcare 11.16%
4 Industrials 9.75%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,850
102
-1,100