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
$213M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$253K
2 +$229K
3 +$201K
4
WFC icon
Wells Fargo
WFC
+$71.1K
5
MDLZ icon
Mondelez International
MDLZ
+$68K

Top Sells

1 +$1.33M
2 +$298K
3 +$226K
4
HD icon
Home Depot
HD
+$202K
5
WSBC icon
WesBanco
WSBC
+$113K

Sector Composition

1 Consumer Staples 29.46%
2 Financials 15.57%
3 Healthcare 9.85%
4 Industrials 8.87%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-23,792
102
-873