SC
Stolper & Co Portfolio holdings
AUM
$304M
This Quarter Return
+9.53%
1 Year Return
+14.53%
3 Year Return
+53.46%
5 Year Return
+126.97%
10 Year Return
–
AUM
$306M
AUM Growth
+$306M
(+7.6%)
Cap. Flow
-$1.87M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
35.71%
Holding
90
New
3
Increased
31
Reduced
52
Closed
1
Top Buys
| 1 |
Evergy
EVRG
|
$2.11M |
| 2 |
Coca-Cola
KO
|
$25.5K |
| 3 |
Cisco
CSCO
|
$23.8K |
| 4 |
Chevron
CVX
|
$23.1K |
| 5 |
United Parcel Service
UPS
|
$19.1K |
Top Sells
| 1 |
UGI
UGI
|
$1.83M |
| 2 |
Apple
AAPL
|
$396K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$316K |
| 4 |
Oneok
OKE
|
$278K |
| 5 |
UnitedHealth
UNH
|
$168K |
Sector Composition
| 1 | Financials | 23.58% |
| 2 | Technology | 17.89% |
| 3 | Energy | 12.02% |
| 4 | Healthcare | 10.06% |
| 5 | Industrials | 7.04% |
