SCA
Scott Capital Advisors Portfolio holdings
AUM
$451M
1-Year Est. Return
10.92%
This Fund
S&P 500
1 Year Est. Return
+10.92%
AUM
$451M
AUM Growth
+$9.61M
(+2.2%)
Holding
54
Top Buys
| 1 | +$3.3M | |
| 2 | +$2.07M | |
| 3 | +$1.63M | |
| 4 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
+$1.37M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.32M |
Top Sells
| 1 | +$3.22M | |
| 2 | +$620K | |
| 3 | +$528K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$467K |
| 5 |
Costco
COST
|
+$452K |
Sector Composition
| 1 | Technology | 2.32% |
| 2 | Consumer Discretionary | 0.56% |
| 3 | Financials | 0.53% |
| 4 | Consumer Staples | 0.21% |
| 5 | Healthcare | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Starbucks
SBUX
$115B
| $251K | 0.06% |
2,985
|
|
||
52
Citigroup
C
$194B
| $238K | 0.05% |
+2,042
|
|
||
53
Vanguard International Dividend Appreciation ETF
VIGI
$8.85B
| $213K | 0.05% |
2,329
+7
|
|
||
54
Walmart Inc
WMT
$1T
| – | – |
-2,286
|
|