SCM
Step Capital Management Portfolio holdings
AUM
$249M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$249M
AUM Growth
+$59.9M
(+32%)
Holding
29
Top Buys
| 1 | +$16.5M | |
| 2 | +$16M | |
| 3 | +$12.8M | |
| 4 |
Advanced Micro Devices
AMD
|
+$9.07M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$3.14M |
Sector Composition
| 1 | Technology | 58.02% |
| 2 | Healthcare | 13.52% |
| 3 | Communication Services | 11.49% |
| 4 | Financials | 8.46% |
| 5 | Consumer Discretionary | 5.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.67T
| $195K | 0.08% |
525
|
|
||
|
BNC
27
CEA Industries
BNC
$131M
| $73K | 0.03% |
25,000
|
|
||
28
Uber
UBER
$152B
| – | – |
0
|
|
||
29
Lockheed Martin
LMT
$120B
| – | – |
-10,000
|
|