SCM

Stumpf Capital Management Portfolio holdings

AUM $53.8M
1-Year Est. Return 43.02%
This Quarter Est. Return
1 Year Est. Return
-43.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$74.9M
2
+$25.3M
3
+$1.75M
4
TGT icon
Target
TGT
+$1.54M
5
GSK icon
GSK
GSK
+$1.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 69.2%
2 Energy 23.48%
3 Communication Services 3.49%
4 Consumer Staples 1.94%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17K 0.02%
+244
27
$12K 0.01%
+200
28
$10K 0.01%
+182
29
$10K 0.01%
+700
30
$9K 0.01%
+202
31
$8K 0.01%
+333
32
$8K 0.01%
+105
33
$8K 0.01%
+664
34
$6K 0.01%
+100
35
$6K 0.01%
+300
36
$6K 0.01%
+80
37
$6K 0.01%
+94
38
– –
0
39
$4K ﹤0.01%
+100
40
$2K ﹤0.01%
+175
41
$2K ﹤0.01%
+66
42
$1K ﹤0.01%
+320
43
$1K ﹤0.01%
+50
1
2