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
$150M
AUM Growth
-$48K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$2.08M
3
+$1.97M
4
WFC icon
Wells Fargo
WFC
+$1.86M
5
KO icon
Coca-Cola
KO
+$1.74M

Top Sells

1
+$2.54M
2
+$2.51M
3
+$2.17M
4
MSFT icon
Microsoft
MSFT
+$1.67M
5
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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0
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