SCM
Sterneck Capital Management Portfolio holdings
AUM
$197M
1-Year Return
13.72%
This Quarter Return
+2.83%
1 Year Return
+13.72%
3 Year Return
+48.06%
5 Year Return
+87.07%
10 Year Return
+116.72%
AUM
$150M
AUM Growth
-$48K
(-0.03%)
Cap. Flow
-$5.87M
Cap. Flow
% of AUM
-3.91%
Top 10 Holdings %
Top 10 Hldgs %
28.86%
Holding
143
New
15
Increased
27
Reduced
52
Closed
18
Top Buys
| 1 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$2.11M |
| 2 |
WDR
Waddell & Reed Financial, Inc.
WDR
|
$2.08M |
| 3 |
Gilead Sciences
GILD
|
$1.97M |
| 4 |
Wells Fargo
WFC
|
$1.86M |
| 5 |
Coca-Cola
KO
|
$1.74M |
Top Sells
| 1 |
Herc Holdings
HRI
|
$2.54M |
| 2 |
Seagate
STX
|
$2.51M |
| 3 |
Gen Digital
GEN
|
$2.17M |
| 4 |
Microsoft
MSFT
|
$1.67M |
| 5 |
JPMorgan Chase
JPM
|
$1.53M |
Sector Composition
| 1 | Communication Services | 15.85% |
| 2 | Technology | 14.26% |
| 3 | Financials | 11.33% |
| 4 | Healthcare | 9.91% |
| 5 | Consumer Discretionary | 7.54% |
