SCA
Scott Capital Advisors Portfolio holdings
AUM
$442M
1-Year Est. Return
10.66%
1 Year Est. Return
+10.66%
AUM
$369M
AUM Growth
+$33.9M
(+10%)
Holding
52
Top Buys
| 1 | +$2.41M | |
| 2 | +$1.39M | |
| 3 | +$1.23M | |
| 4 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
+$852K |
| 5 |
JPMorgan Income ETF
JPIE
|
+$734K |
Top Sells
| 1 | +$813K | |
| 2 | +$406K | |
| 3 | +$350K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$286K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$208K |
Sector Composition
| 1 | Technology | 2.62% |
| 2 | Consumer Discretionary | 0.61% |
| 3 | Financials | 0.55% |
| 4 | Consumer Staples | 0.51% |
| 5 | Healthcare | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
| $218K | 0.06% |
4,751
|
|
||
52
Nuveen ESG Small-Cap ETF
NUSC
$1.23B
| – | – |
-10,587
|
|