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
$338M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$606K
3
+$503K
4
NVDA icon
NVIDIA
NVDA
+$475K
5
VB icon
Vanguard Small-Cap ETF
VB
+$331K

Top Sells

1
+$1.93M
2
+$1.6M
3
+$998K
4
VUG icon
Vanguard Growth ETF
VUG
+$938K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$610K

Sector Composition

1 Technology 3.31%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Financials 0.52%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.3%
9,602
-2,235
27
$953K 0.28%
4,169
+356
28
$857K 0.25%
22,039
29
$781K 0.23%
3,917
30
$672K 0.2%
721
+70
31
$595K 0.18%
2,270
+300
32
$586K 0.17%
11,658
+1,481
33
$545K 0.16%
2,966
+1
34
$527K 0.16%
18,328
35
$524K 0.15%
3,560
+52
36
$516K 0.15%
7,119
+2
37
$391K 0.12%
8,637
-4,494
38
$328K 0.1%
14,115
+2,865
39
$299K 0.09%
3,631
+349
40
$284K 0.08%
1,510
-127
41
$281K 0.08%
3,867
-468
42
$268K 0.08%
1,292
-10
43
$266K 0.08%
6,445
+49
44
$263K 0.08%
1,144
+1
45
$252K 0.07%
6,093
+29
46
$245K 0.07%
1,336
47
$245K 0.07%
2,509
+306
48
$226K 0.07%
11,612
+676
49
$224K 0.07%
2,915
50
$216K 0.06%
4,751
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