SCM
Steele Capital Management Portfolio holdings
AUM
$2.08B
This Quarter Return
+6.35%
1 Year Return
+11.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.74B
AUM Growth
+$1.74B
(+13%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
6.65%
Top 10 Holdings %
Top 10 Hldgs %
57.39%
Holding
181
New
16
Increased
65
Reduced
53
Closed
4
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$26.1M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$25.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$10.9M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.81M |
| 5 |
Vanguard Value ETF
VTV
|
$7.52M |
Top Sells
Sector Composition
| 1 | Technology | 2.31% |
| 2 | Financials | 1.35% |
| 3 | Consumer Discretionary | 0.95% |
| 4 | Healthcare | 0.44% |
| 5 | Industrials | 0.4% |
