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
$167M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$1.66M
3 +$1.62M
4
IBM icon
IBM
IBM
+$1.56M
5
AHH
Armada Hoffler Properties
AHH
+$1.54M

Top Sells

1 +$3.25M
2 +$2.59M
3 +$1.89M
4
ODP icon
ODP
ODP
+$1.15M
5
ABT icon
Abbott
ABT
+$1.1M

Sector Composition

1 Communication Services 15.69%
2 Technology 15.29%
3 Financials 12.63%
4 Healthcare 8.78%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,667
127
-23,980