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
$185M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$3.77M
2 +$2.82M
3 +$1.62M
4
VZ icon
Verizon
VZ
+$1.43M
5
GM icon
General Motors
GM
+$1.17M

Sector Composition

1 Technology 17.68%
2 Communication Services 8.12%
3 Consumer Discretionary 5.54%
4 Financials 4.08%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,250
102
-4,020
103
-51,930
104
-375
105
-5,784