Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX) - Allocation--50% to 70% Equity fund with $51.11 Million in assets. The fund allocates 35.37% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is McKesson Corp at 4.01% of total assets. This is followed by United States Treasury Bill (2.85%) and Fiserv Inc (4.90%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| McKesson Corp | 4.01% | - | - |
| United States Treasury Bill | 2.85% | - | - |
| Fiserv Inc | 4.90% | - | - |
| Microsoft Corp | 2.87% | - | - |
| Brookfield Corp | 3.00% | - | - |
| Comcast Corp | 3.51% | - | - |
| Berkshire Hathaway Inc | 2.96% | - | - |
| Oracle Corp | 3.71% | - | - |
| Markel Group Inc | 2.82% | - | - |
| SPDR Gold Shares | 4.74% | - | - |
| Visa Inc | 3.12% | - | - |
| Air Products and Chemicals Inc | 2.96% | - | - |
| iShares Silver Trust | 4.13% | - | - |
| Novartis AG | 3.01% | - | - |
| Union Pacific Corp | 3.56% | - | - |
| Samsung Electronics Co Ltd | 7.64% | - | - |
| Occidental Petroleum Corp | 3.85% | - | - |
| Franco-Nevada Corp | 3.57% | - | - |
| Amazon.com Inc | 3.00% | - | - |