SCA

Scott Capital Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 10.66%
This Quarter Est. Return
1 Year Est. Return
+10.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$26M
3
+$21.5M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$20.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.23%
2 Consumer Discretionary 1.6%
3 Consumer Staples 0.95%
4 Financials 0.71%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$344K 0.21%
+2,937
27
$344K 0.21%
+4,694
28
$325K 0.2%
+1,812
29
$299K 0.18%
+1,172
30
$291K 0.18%
+5,657
31
$272K 0.17%
+13,280
32
$265K 0.16%
+5,963
33
$245K 0.15%
+2,151
34
$237K 0.14%
+2,734
35
$207K 0.13%
+3,991
36
$203K 0.12%
+2,002
37
$201K 0.12%
+1,350
38
$26K 0.02%
+10,000
1
2