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
$93.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.62M
2 +$3.18M
3 +$3.17M
4
VOD icon
Vodafone
VOD
+$3.04M
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$25K 0.03%
+12,200