SCM
Stellar Capital Management Portfolio holdings
AUM
$147M
1-Year Est. Return
5.91%
1 Year Est. Return
+5.91%
AUM
$147M
AUM Growth
+$25.6M
(+21%)
Holding
78
Top Buys
| 1 | +$5.4M | |
| 2 | +$2.1M | |
| 3 | +$1.02M | |
| 4 |
Blackstone
BX
|
+$938K |
| 5 |
Invesco Senior Loan ETF
BKLN
|
+$360K |
Top Sells
| 1 | +$4.18M | |
| 2 | +$1.96M | |
| 3 | +$302K | |
| 4 |
Microsoft
MSFT
|
+$266K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$199K |
Sector Composition
| 1 | Technology | 21.08% |
| 2 | Healthcare | 15.29% |
| 3 | Financials | 10.69% |
| 4 | Industrials | 7.96% |
| 5 | Consumer Discretionary | 6.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI Emerging Markets ETF
EEM
$21.2B
| – | – |
-8,843
|
|
||
77
HSBC
HSBC
$242B
| – | – |
-70,013
|
|
||
78
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| – | – |
-124,620
|
|