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
$156M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$3.2M
2 +$2.56M
3 +$2.55M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$2.05M
5
T icon
AT&T
T
+$2M

Top Sells

1 +$2.33M
2 +$1.93M
3 +$1.77M
4
HTZ
Hertz Global Holdings, Inc.
HTZ
+$1.62M
5
BA icon
Boeing
BA
+$1.41M

Sector Composition

1 Communication Services 14.71%
2 Technology 13.04%
3 Financials 12.73%
4 Healthcare 9.91%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-26,475