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
$348M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$945K
3
+$776K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$496K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$402K

Top Sells

1
+$2.72M
2
+$1.48M
3
+$1.37M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$713K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$619K

Sector Composition

1 Technology 2.61%
2 Consumer Discretionary 0.71%
3 Consumer Staples 0.56%
4 Financials 0.52%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,185
52
– –
-3,850
53
– –
-1,250
54
– –
-1,557
1 2
3