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
$184M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$4.45M
2 +$3.43M
3 +$2.74M
4
CLF icon
Cleveland-Cliffs
CLF
+$1.61M
5
RNF
RENTECH NITROGEN PARTNERS, L.P. INT
RNF
+$1.53M

Sector Composition

1 Technology 12.14%
2 Materials 11.75%
3 Energy 9.74%
4 Healthcare 9.57%
5 Communication Services 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-21,106