SC
Schulhoff & Co Portfolio holdings
AUM
$243M
1-Year Est. Return
17.47%
This Fund
S&P 500
1 Year Est. Return
+17.47%
AUM
$243M
AUM Growth
+$5.63M
(+2.4%)
Holding
137
Top Buys
| 1 | +$776K | |
| 2 | +$521K | |
| 3 | +$399K | |
| 4 |
Lam Research
LRCX
|
+$319K |
| 5 |
Western Union
WU
|
+$261K |
Top Sells
| 1 | +$1.09M | |
| 2 | +$588K | |
| 3 | +$473K | |
| 4 |
TGNA
TEGNA Inc
TGNA
|
+$215K |
| 5 |
Home Depot
HD
|
+$202K |
Sector Composition
| 1 | Financials | 19.94% |
| 2 | Consumer Staples | 17.2% |
| 3 | Industrials | 13.89% |
| 4 | Healthcare | 12.91% |
| 5 | Energy | 10.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Home Depot
HD
$311B
| – | – |
-587
|
|
||
127
Sprott Physical Silver Trust
PSLV
$15.2B
| – | – |
-45,900
|
|
||
|
TGNA
128
DELISTED
TEGNA Inc
TGNA
| – | – |
-11,100
|
|
||
129
Wells Fargo
WFC
$243B
| – | – |
-6,309
|
|