SCM
Sterneck Capital Management Portfolio holdings
AUM
$197M
1-Year Return
13.72%
This Quarter Return
+1.19%
1 Year Return
+13.72%
3 Year Return
+48.06%
5 Year Return
+87.07%
10 Year Return
+116.72%
AUM
$158M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
99.08%
Top 10 Holdings %
Top 10 Hldgs %
24.1%
Holding
151
New
145
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.25M |
| 2 |
GE Aerospace
GE
|
$4.53M |
| 3 |
Western Union
WU
|
$3.77M |
| 4 |
Royce Value Trust
RVT
|
$3.66M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$3.64M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.51% |
| 2 | Energy | 12.95% |
| 3 | Financials | 11% |
| 4 | Industrials | 9.92% |
| 5 | Healthcare | 7.87% |
