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
$329M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.57M
3
+$2.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.24M

Top Sells

1
+$982K
2
+$721K
3
+$265K
4
CSCO icon
Cisco
CSCO
+$219K
5
MSFT icon
Microsoft
MSFT
+$195K

Sector Composition

1 Technology 2.86%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.61%
4 Financials 0.53%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$901K 0.27%
22,039
27
$814K 0.25%
9,540
+4,200
28
$727K 0.22%
3,917
+100
29
$648K 0.2%
7,117
+34
30
$647K 0.2%
3,813
+28
31
$591K 0.18%
13,131
+2,912
32
$573K 0.17%
18,328
33
$534K 0.16%
3,508
+54
34
$533K 0.16%
2,965
-13
35
$510K 0.16%
10,177
+1,372
36
$493K 0.15%
651
+151
37
$378K 0.12%
4,335
-15
38
$363K 0.11%
1,637
-129
39
$348K 0.11%
1,970
-65
40
$267K 0.08%
1,143
41
$264K 0.08%
3,282
+309
42
$262K 0.08%
+11,250
43
$261K 0.08%
6,396
-114
44
$257K 0.08%
1,302
+23
45
$238K 0.07%
1,336
-302
46
$234K 0.07%
2,915
47
$229K 0.07%
6,064
-136
48
$215K 0.07%
+4,751
49
$213K 0.07%
2,203
-626
50
$212K 0.06%
+10,936
1
2
3