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
$353M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$1.63M
3
+$938K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$591K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$544K

Top Sells

1
+$7.01M
2
+$312K
3
+$309K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$305K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$294K

Sector Composition

1 Technology 2.98%
2 Consumer Discretionary 0.66%
3 Consumer Staples 0.56%
4 Financials 0.53%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.06%
4,751
52
$201K 0.06%
+1,185
53
– –
-2,915
1 2
3