SCSIA

SOUTHERN CAPITAL SERVICES INC /ADV Portfolio holdings

AUM $159M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$15.5M
3 +$12.7M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$10.7M
5
VHT icon
Vanguard Health Care ETF
VHT
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.43%
2 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PJUL icon
26
Innovator US Equity Power Buffer ETF July
PJUL
$1B
$286K 0.18%
+6,153
NVDA icon
27
NVIDIA
NVDA
$4.31T
$228K 0.14%
+1,224