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
76
$266K 0.17%
3,980
77
$236K 0.15%
2,077
78
$232K 0.15%
3,001
79
$230K 0.15%
2,645
80
$215K 0.14%
1,754
81
$202K 0.13%
2,241
82
$88K 0.06%
15,425