SCA
Sandy Cove Advisors Portfolio holdings
AUM
$334M
1-Year Est. Return
19.17%
This Fund
S&P 500
1 Year Est. Return
+19.17%
AUM
$334M
AUM Growth
-$3.54M
(-1%)
Holding
153
Top Buys
| 1 | +$2.22M | |
| 2 | +$2.11M | |
| 3 | +$957K | |
| 4 |
ASML
ASML
|
+$745K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$557K |
Top Sells
| 1 | +$1.79M | |
| 2 | +$262K | |
| 3 | +$251K | |
| 4 |
Intuit
INTU
|
+$249K |
| 5 |
KKR & Co
KKR
|
+$238K |
Sector Composition
| 1 | Financials | 11.16% |
| 2 | Technology | 10.12% |
| 3 | Communication Services | 3.77% |
| 4 | Healthcare | 2.78% |
| 5 | Industrials | 1.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
KKR & Co
KKR
$83.9B
| – | – |
-1,867
|
|
||
152
Schwab US Large- Cap ETF
SCHX
$70.8B
| – | – |
-7,500
|
|
||
153
Thermo Fisher Scientific
TMO
$176B
| – | – |
-358
|
|