SCM

Sterneck Capital Management Portfolio holdings

AUM $215M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$2.21M
3 +$1.95M
4
HCA icon
HCA Healthcare
HCA
+$510K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$443K

Top Sells

1 +$1.75M
2 +$1.43M
3 +$1.09M
4
AAPL icon
Apple
AAPL
+$442K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$424K

Sector Composition

1 Technology 16.83%
2 Communication Services 8.47%
3 Financials 4.83%
4 Consumer Discretionary 4.64%
5 Industrials 2.5%