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
$74M
AUM Growth
-$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$201K
2
+$161K
3
+$119K
4
GRPN icon
Groupon
GRPN
+$114K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.37K

Top Sells

1
+$939K
2
+$71.5K

Sector Composition

1 Consumer Discretionary 10.74%
2 Financials 5.45%
3 Technology 3.05%
4 Consumer Staples 1.74%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$302K 0.41%
2,631
+2
27
$282K 0.38%
1,256
+506
28
$253K 0.34%
3,050
29
$226K 0.31%
2,465
+25
30
$201K 0.27%
+10,200
31
$199K 0.27%
25,000
+15,000
32
$161K 0.22%
+10,000
1
2