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
$107M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1M

Top Sells

1
+$8K

Sector Composition

1 Financials 63.74%
2 Energy 24.48%
3 Communication Services 5.66%
4 Healthcare 2.32%
5 Consumer Staples 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17K 0.02%
200
27
$12K 0.01%
700
28
$9K 0.01%
105
29
$8K 0.01%
63
30
$8K 0.01%
202
31
$7K 0.01%
333
32
$7K 0.01%
100
33
$6K 0.01%
100
34
$6K 0.01%
300
35
$6K 0.01%
82
36
$6K 0.01%
94
37
– –
0
38
$4K ﹤0.01%
320
39
$1K ﹤0.01%
107
40
$1K ﹤0.01%
50
41
$1K ﹤0.01%
66
1
2