SC
Schulhoff & Co Portfolio holdings
AUM
$234M
1-Year Est. Return
7.35%
1 Year Est. Return
+7.35%
AUM
$225M
AUM Growth
-$496K
(-0.22%)
Holding
135
Top Buys
| 1 | +$355K | |
| 2 | +$284K | |
| 3 | +$243K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$239K |
| 5 |
Pyxis Oncology
PYXS
|
+$168K |
Top Sells
| 1 | +$695K | |
| 2 | +$371K | |
| 3 | +$239K | |
| 4 |
Lockheed Martin
LMT
|
+$158K |
| 5 |
Williams Companies
WMB
|
+$158K |
Sector Composition
| 1 | Financials | 20.52% |
| 2 | Consumer Staples | 20.43% |
| 3 | Industrials | 12.98% |
| 4 | Healthcare | 10.71% |
| 5 | Technology | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Western Union
WU
$2.83B
| $125K | 0.06% |
14,850
-3,000
|
|
||
127
AmeriServ Financial
ASRV
$51.4M
| $39.5K | 0.02% |
13,000
|
|