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
$338M
AUM Growth
+$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$606K
3 +$503K
4
NVDA icon
NVIDIA
NVDA
+$475K
5
VB icon
Vanguard Small-Cap ETF
VB
+$331K

Top Sells

1 +$1.93M
2 +$1.6M
3 +$998K
4
VUG icon
Vanguard Growth ETF
VUG
+$938K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$610K

Sector Composition

1 Technology 3.31%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.56%
4 Financials 0.52%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,176
52
-3,744