SCA

Sandy Cove Advisors Portfolio holdings

AUM $313M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$4.91M
3
+$4.47M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.3M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.12M

Top Sells

1
+$878K
2
+$420K
3
+$383K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$289K
5
AMAT icon
Applied Materials
AMAT
+$283K

Sector Composition

1 Technology 8.08%
2 Financials 7.79%
3 Healthcare 7.13%
4 Consumer Staples 5.63%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
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