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
$120M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$1.2M
3 +$1.02M
4
VB icon
Vanguard Small-Cap ETF
VB
+$931K
5
AMP icon
Ameriprise Financial
AMP
+$854K

Top Sells

1 +$1.62M
2 +$470K
3 +$250K
4
KO icon
Coca-Cola
KO
+$217K
5
FBND icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-3
452
-9