SCM
Stellar Capital Management Portfolio holdings
AUM
$147M
1-Year Return
5.91%
This Quarter Return
+9.56%
1 Year Return
+5.91%
3 Year Return
+23.52%
5 Year Return
–
10 Year Return
–
AUM
$93.5M
AUM Growth
–
Cap. Flow
+$93.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Intel
INTC
|
$3.62M |
| 2 |
Exxon Mobil
XOM
|
$3.18M |
| 3 |
Merck
MRK
|
$3.17M |
| 4 |
Vodafone
VOD
|
$3.04M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 15.54% |
| 2 | Technology | 14.75% |
| 3 | Communication Services | 12.96% |
| 4 | Healthcare | 11.75% |
| 5 | Financials | 8.78% |