S. R. SCHILL & Overview

S. R. Schill & Associates is an investment advisor that manages 165.7 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 153MM in positions, representing 92% of the manager's regulatory AUM.

S. R. SCHILL & StockAlpha

-2.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

S. R. SCHILL & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UPS 23.97% Industrials 7.33% 0.24% 0 20%
VNQ 8.66% ETF -7.09% -0.77% 0 8%
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FEATURED IN
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S. R. SCHILL & Founders and Key Employees

Name Title In Position Since
Eva V. Baker Treasurer May-1999
Stanley R. Schill Chairman July-1987
Leonard A. Skiena Chief Executive Officer / Chief Compliance Officer March-2006
Robert E. Toomey Vice President / Director Of Research / Secretary July-2011
Stacy N. Schill Vice President, Client Relations & Marketing October-2012

S. R. SCHILL & Brokers, Custodians, Auditors and Administrators

Type Company

S. R. SCHILL & Investment Strategy

S. R. SCHILL & Portfolio Concentration

S. R. SCHILL & Location

2448 - 76TH AVE SE
SUITE 107
MERCER ISLAND, Washington
UNITED STATES, 98040

S. R. SCHILL & Contact Information

Phone Number: 206-275-2700
Fax Number: 206-275-2710
Website:

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