SCM

SOL Capital Management Portfolio holdings

AUM $1.03B
1-Year Est. Return 17.63%
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$5.47M
2 +$2.57M
3 +$2.45M
4
AAPL icon
Apple
AAPL
+$1.6M
5
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$1.56M

Top Sells

1 +$1.37M
2 +$623K
3 +$549K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$331K
5
AMZN icon
Amazon
AMZN
+$300K

Sector Composition

1 Financials 10.35%
2 Technology 7.34%
3 Communication Services 4.01%
4 Consumer Discretionary 3.45%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$154K 0.02%
+12,250
277
$123K 0.02%
11,410
278
$106K 0.02%
14,100
+1,880
279
$86K 0.01%
23,077
280
$27K ﹤0.01%
540
281
-7,381
282
-10,000