SCA
Scott Capital Advisors Portfolio holdings
AUM
$493M
1-Year Est. Return
13.04%
This Fund
S&P 500
1 Year Est. Return
+13.04%
AUM
$493M
AUM Growth
+$41.8M
(+9.3%)
Holding
58
Top Buys
| 1 | +$17.1M | |
| 2 | +$6.71M | |
| 3 | +$2.39M | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$2.34M |
| 5 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$2.06M |
Top Sells
| 1 | +$2.67M | |
| 2 | +$1.08M | |
| 3 | +$218K | |
| 4 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$52.8K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$21.4K |
Sector Composition
| 1 | Technology | 1.86% |
| 2 | Consumer Discretionary | 0.47% |
| 3 | Financials | 0.47% |
| 4 | Consumer Staples | 0.29% |
| 5 | Healthcare | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nike
NKE
$66.2B
| $267K | 0.05% |
6,254
|
|
||
52
NEOS S&P 500 High Income ETF
SPYI
$8.91B
| $264K | 0.05% |
+5,170
|
|
||
53
Eli Lilly
LLY
$790B
| $254K | 0.05% |
270
|
|
||
54
Citigroup
C
$218B
| $253K | 0.05% |
2,032
-10
|
|
||
|
55
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.6B
| $214K | 0.04% |
9,136
-2,239
|
|
||
56
Walmart Inc
WMT
$1.04T
| $212K | 0.04% |
+1,674
|
|
||
57
Vanguard International Dividend Appreciation ETF
VIGI
$8.75B
| $211K | 0.04% |
2,314
-15
|
|
||
58
PepsiCo
PEP
$212B
| $210K | 0.04% |
+1,340
|
|