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
$162M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$409K
2 +$386K
3 +$378K
4
T icon
AT&T
T
+$322K
5
UPS icon
United Parcel Service
UPS
+$304K

Sector Composition

1 Technology 14.7%
2 Communication Services 9.38%
3 Consumer Discretionary 5.59%
4 Financials 5.25%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$18K 0.01%
+67
102
$18K 0.01%
+15,000
103
$15K 0.01%
+200
104
$13K 0.01%
+100
105
-14,099
106
-2,172
107
-3,570