SCA
Sandy Cove Advisors Portfolio holdings
AUM
$277M
This Quarter Return
+7.63%
1 Year Return
+16.79%
3 Year Return
+64.79%
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.23%
Holding
394
New
394
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$16M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$9.07M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$8.79M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$7.28M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.33% |
| 2 | Healthcare | 9.61% |
| 3 | Consumer Staples | 6.41% |
| 4 | Financials | 4.64% |
| 5 | Communication Services | 3.78% |
