SCM
Steele Capital Management Portfolio holdings
AUM
$2.08B
1-Year Return
11.42%
This Quarter Return
-1.59%
1 Year Return
+11.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.92B
AUM Growth
+$205K
(+0.01%)
Cap. Flow
+$37.2M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
59.13%
Holding
80
New
3
Increased
50
Reduced
20
Closed
1
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.59M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.86M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.58M |
| 4 |
NEOS S&P 500 High Income ETF
SPYI
|
$2.49M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.9M |
Top Sells
Sector Composition
| 1 | Technology | 2.57% |
| 2 | Financials | 1.11% |
| 3 | Consumer Discretionary | 0.66% |
| 4 | Healthcare | 0.15% |
| 5 | Energy | 0.14% |
