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
$298M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$11.3M
3 +$987K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$839K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$520K

Top Sells

1 +$1.53M
2 +$1.51M
3 +$662K
4
MSFT icon
Microsoft
MSFT
+$503K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$475K

Sector Composition

1 Technology 2.9%
2 Consumer Discretionary 0.76%
3 Consumer Staples 0.58%
4 Financials 0.51%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$206K 0.07%
+3,581
52
-6,191