SCA
Sandy Cove Advisors Portfolio holdings
AUM
$338M
1-Year Est. Return
19.33%
This Fund
S&P 500
1 Year Est. Return
+19.33%
AUM
$338M
AUM Growth
+$24.8M
(+7.9%)
Holding
151
Top Buys
| 1 | +$17M | |
| 2 | +$7.15M | |
| 3 | +$4.16M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$3.54M |
| 5 |
Vanguard Growth ETF
VUG
|
+$3.16M |
Top Sells
| 1 | +$7.19M | |
| 2 | +$5.9M | |
| 3 | +$2.86M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.24M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.76M |
Sector Composition
| 1 | Financials | 11.63% |
| 2 | Technology | 11.01% |
| 3 | Communication Services | 3.94% |
| 4 | Healthcare | 3.33% |
| 5 | Consumer Discretionary | 1.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Verizon
VZ
$216B
| – | – |
-4,671
|
|