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
$176M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$3.27M
3
+$2.71M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.87M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.77M

Top Sells

1
+$1.9M
2
+$1.85M
3
+$1.47M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.33M
5
VUG icon
Vanguard Growth ETF
VUG
+$966K

Sector Composition

1 Technology 9.96%
2 Financials 7.47%
3 Healthcare 5.14%
4 Consumer Staples 4.39%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,740
127
– –
-5,075
128
– –
-12,743
2 3 4 5
6