SCM

Steele Capital Management Portfolio holdings

AUM $2.25B
1-Year Est. Return 11.93%
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$39.8M
2 +$23.6M
3 +$22.6M
4
BND icon
Vanguard Total Bond Market
BND
+$6.76M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.25M

Top Sells

1 +$38.6M
2 +$10.1M
3 +$3.92M
4
DE icon
Deere & Co
DE
+$3.64M
5
IMCV icon
iShares Morningstar Mid-Cap Value ETF
IMCV
+$1.86M

Sector Composition

1 Technology 2.67%
2 Financials 0.99%
3 Consumer Discretionary 0.66%
4 Healthcare 0.14%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,579
177
-5,400