SCA
Sandy Cove Advisors Portfolio holdings
AUM
$277M
1-Year Return
16.79%
This Quarter Return
-5.07%
1 Year Return
+16.79%
3 Year Return
+64.79%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$1.53M
(+1.3%)
Cap. Flow
+$8.61M
Cap. Flow
% of AUM
7.15%
Top 10 Holdings %
Top 10 Hldgs %
53.63%
Holding
452
New
58
Increased
91
Reduced
38
Closed
26
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$1.25M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.2M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.02M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$931K |
| 5 |
Ameriprise Financial
AMP
|
$854K |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.62M |
| 2 |
Chubb
CB
|
$470K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$250K |
| 4 |
Coca-Cola
KO
|
$217K |
| 5 |
Fidelity Total Bond ETF
FBND
|
$134K |
Sector Composition
| 1 | Technology | 11.8% |
| 2 | Healthcare | 9.04% |
| 3 | Consumer Staples | 5.87% |
| 4 | Financials | 5.82% |
| 5 | Industrials | 2.84% |
