SCA
Sandy Cove Advisors Portfolio holdings
AUM
$313M
1-Year Est. Return
17.33%
1 Year Est. Return
+17.33%
AUM
$277M
AUM Growth
+$27.9M
(+11%)
Holding
134
Top Buys
| 1 | +$1.23M | |
| 2 | +$839K | |
| 3 | +$780K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$557K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$557K |
Top Sells
| 1 | +$565K | |
| 2 | +$530K | |
| 3 | +$489K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$297K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$249K |
Sector Composition
| 1 | Technology | 11.26% |
| 2 | Financials | 10.11% |
| 3 | Communication Services | 3.57% |
| 4 | Consumer Staples | 2.73% |
| 5 | Healthcare | 2.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
TSMC
TSM
$1.49T
| $203K | 0.07% |
+898
|
|
||
127
RPM International
RPM
$13.8B
| $202K | 0.07% |
1,840
|
|
||
128
Uber
UBER
$191B
| $200K | 0.07% |
+2,148
|
|
||
129
Sprott Physical Silver Trust
PSLV
$8.92B
| $198K | 0.07% |
+16,200
|
|
||
|
EVV
130
Eaton Vance Limited Duration Income Fund
EVV
$1.17B
| $160K | 0.06% |
15,600
|
|
||
131
Semrush
SEMR
$1.08B
| $90.5K | 0.03% |
10,000
|
|
||
132
UnitedHealth
UNH
$294B
| – | – |
-933
|
|
||
|
133
Bristol-Myers Squibb
BMY
$95B
| – | – |
-4,079
|
|
||
134
Accenture
ACN
$152B
| – | – |
-657
|
|