SCM

Stumpf Capital Management Portfolio holdings

AUM $53.8M
1-Year Est. Return 43.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-43.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.8M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$8.14M
2
+$107K
3
+$94K
4
CSCO icon
Cisco
CSCO
+$43K
5
PANW icon
Palo Alto Networks
PANW
+$35K

Sector Composition

1 Financials 66.22%
2 Energy 17.5%
3 Communication Services 6.83%
4 Technology 3.94%
5 Consumer Staples 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,000
27
– –
-390
28
– –
-700
1
2