SCM

Steward Capital Management Portfolio holdings

AUM $37.2M
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10M
3
+$6.19M
4
DPZ icon
Domino's
DPZ
+$4.65M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.92M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 8.47%
2 Financials 5.32%
3 Technology 2.62%
4 Consumer Staples 1.18%
5 Energy 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$293K 0.38%
+2,629
27
$239K 0.31%
+3,050
28
$210K 0.28%
+2,440
29
$129K 0.17%
+750
30
$105K 0.14%
+10,000
1
2