SCM
Steward Capital Management Portfolio holdings
AUM
$37.2M
This Quarter Return
+7.12%
1 Year Return
+13.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$65.1M
AUM Growth
+$65.1M
(-12%)
Cap. Flow
-$15M
Cap. Flow
% of AUM
-23.05%
Top 10 Holdings %
Top 10 Hldgs %
69.54%
Holding
37
New
1
Increased
5
Reduced
10
Closed
2
Top Buys
| 1 |
BlackBerry
BB
|
$342K |
| 2 |
PRSS
CafePress Inc.
PRSS
|
$159K |
| 3 |
Groupon
GRPN
|
$10.3K |
| 4 |
Boston Beer
SAM
|
$3.63K |
| 5 |
GE Aerospace
GE
|
$280 |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 12.63% |
| 2 | Financials | 5.78% |
| 3 | Technology | 4.39% |
| 4 | Consumer Staples | 1.96% |
| 5 | Energy | 1.4% |
