SC

Stolper & Co Portfolio holdings

AUM $330M
1-Year Est. Return 13.42%
This Quarter Est. Return
1 Year Est. Return
+13.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$844K
2 +$689K
3 +$65.6K
4
VZ icon
Verizon
VZ
+$55.2K
5
MS icon
Morgan Stanley
MS
+$32.3K

Top Sells

1 +$2.2M
2 +$1.49M
3 +$1.04M
4
AAPL icon
Apple
AAPL
+$241K
5
GS icon
Goldman Sachs
GS
+$230K

Sector Composition

1 Financials 21.15%
2 Technology 18.69%
3 Healthcare 11.4%
4 Energy 10.9%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.53M 0.65%
22,186
+390
52
$1.45M 0.61%
52,926
-1,402
53
$1.43M 0.6%
17,104
+300
54
$1.41M 0.59%
12,408
+576
55
$1.37M 0.58%
16,377
+138
56
$1.37M 0.58%
32,146
-168
57
$1.34M 0.56%
50,668
+955
58
$1.32M 0.56%
25,409
+482
59
$1.11M 0.47%
219,356
-4,663
60
$952K 0.4%
36,142
-868
61
$823K 0.35%
38,947
-947
62
$755K 0.32%
9,305
-210
63
$647K 0.27%
56,687
-1,271
64
$646K 0.27%
30,540
-736
65
$626K 0.26%
61,652
-1,479
66
$619K 0.26%
69,898
-1,504
67
$614K 0.26%
74,368
-1,985
68
$598K 0.25%
9,132
-262
69
$597K 0.25%
17,342
-408
70
$594K 0.25%
54,386
-882
71
$588K 0.25%
42,642
-1,029
72
$567K 0.24%
56,326
-1,434
73
$548K 0.23%
60,388
-1,389
74
$545K 0.23%
28,342
-657
75
$468K 0.2%
89,576
-2,355