SCM
Sterneck Capital Management Portfolio holdings
AUM
$197M
1-Year Return
13.72%
This Quarter Return
+7.44%
1 Year Return
+13.72%
3 Year Return
+48.06%
5 Year Return
+87.07%
10 Year Return
+116.72%
AUM
$169M
AUM Growth
+$12M
(+7.7%)
Cap. Flow
+$833K
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
49.52%
Holding
114
New
9
Increased
25
Reduced
34
Closed
6
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 16.74% |
| 2 | Communication Services | 8.79% |
| 3 | Financials | 5.56% |
| 4 | Consumer Discretionary | 4.66% |
| 5 | Industrials | 4.16% |
