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
$442M
AUM Growth
+$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$12.4M
3
+$10.6M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.47M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.9M

Top Sells

1
+$1.71M
2
+$1.36M
3
+$845K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$750K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$720K

Sector Composition

1 Technology 2.34%
2 Consumer Discretionary 0.57%
3 Financials 0.51%
4 Consumer Staples 0.39%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIGI icon
51
Vanguard International Dividend Appreciation ETF
VIGI
$8.66B
$211K 0.05%
2,322
-1,107
CIFR icon
52
Cipher Mining
CIFR
$8.13B
$176K 0.04%
+10,000
AGG icon
53
iShares Core US Aggregate Bond ETF
AGG
$133B
– –
-2,484
IUSB icon
54
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
– –
-4,751
1 2
3