SCM

Stellar Capital Management Portfolio holdings

AUM $147M
1-Year Est. Return 5.91%
This Quarter Est. Return
1 Year Est. Return
+5.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$36.5K

Sector Composition

1 Technology 16.33%
2 Healthcare 12.69%
3 Financials 9.53%
4 Industrials 8.97%
5 Energy 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.64%
94,684
27
$2.42M 1.58%
102,358
28
$2.21M 1.44%
19,775
29
$2.2M 1.44%
59,265
30
$1.92M 1.25%
63,760
31
$1.87M 1.22%
31,760
32
$1.84M 1.2%
33,109
33
$1.75M 1.15%
17,494
34
$1.75M 1.14%
32,422
35
$1.69M 1.1%
13,376
36
$1.69M 1.1%
33,220
37
$1.68M 1.1%
19,018
38
$1.63M 1.06%
24,588
39
$1.53M 1%
70,990
40
$1.36M 0.89%
7,767
41
$1.26M 0.82%
69,145
42
$1.11M 0.73%
25,134
43
$907K 0.59%
3,186
44
$887K 0.58%
13,911
45
$821K 0.54%
165,890
46
$799K 0.52%
12,296
47
$772K 0.5%
16,252
48
$739K 0.48%
7,404
49
$693K 0.45%
13,400
50
$660K 0.43%
4,155
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