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
$329M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.57M
3
+$2.06M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.24M

Top Sells

1
+$982K
2
+$721K
3
+$265K
4
CSCO icon
Cisco
CSCO
+$219K
5
MSFT icon
Microsoft
MSFT
+$195K

Sector Composition

1 Technology 2.86%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.61%
4 Financials 0.53%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$204K 0.06%
3,744
+163
52
$201K 0.06%
+1,176
53
– –
-11,101
54
– –
-5,267
55
– –
-4,333
1 2
3