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
$95.7M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$19.3K
2
+$8.56K
3
+$7.67K

Top Sells

1
+$29K
2
+$20K
3
+$12.6K
4
CG icon
Carlyle Group
CG
+$8K
5
NAV
Navistar International
NAV
+$8K

Sector Composition

1 Financials 64.11%
2 Energy 23.54%
3 Communication Services 6.43%
4 Healthcare 2.45%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7K 0.01%
63
27
$5K 0.01%
100
28
$1K ﹤0.01%
107
29
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-333
30
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-300
31
– –
-82
32
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-1,257
33
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-94
34
– –
-2,096
35
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0
36
– –
-66
37
– –
-202
1
2