SCM

Sterneck Capital Management Portfolio holdings

AUM $222M
1-Year Est. Return 17.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$651K
2 +$323K
3 +$309K
4
BABA icon
Alibaba
BABA
+$239K
5
GEO icon
The GEO Group
GEO
+$219K

Sector Composition

1 Technology 17.59%
2 Communication Services 8.99%
3 Consumer Discretionary 6.04%
4 Financials 5.59%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-84,590