SCA
Scott Capital Advisors Portfolio holdings
AUM
$451M
1-Year Est. Return
10.92%
This Fund
S&P 500
1 Year Est. Return
+10.92%
AUM
$442M
AUM Growth
+$72.6M
(+20%)
Holding
54
Top Buys
| 1 | +$15.8M | |
| 2 | +$12.2M | |
| 3 | +$10.3M | |
| 4 |
JPMorgan Income ETF
JPIE
|
+$7.48M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$3.89M |
Top Sells
| 1 | +$1.61M | |
| 2 | +$1.3M | |
| 3 | +$826K | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$731K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$675K |
Sector Composition
| 1 | Technology | 2.38% |
| 2 | Consumer Discretionary | 0.57% |
| 3 | Financials | 0.47% |
| 4 | Consumer Staples | 0.39% |
| 5 | Healthcare | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard International Dividend Appreciation ETF
VIGI
$8.78B
| $211K | 0.05% |
2,322
-1,107
|
|
||
52
Cipher Digital Inc. Common Stock
CIFR
$5.66B
| $176K | 0.04% |
+10,000
|
|
||
53
iShares Core US Aggregate Bond ETF
AGG
$140B
| – | – |
-2,484
|
|
||
54
iShares Core Universal USD Bond ETF
IUSB
$35.9B
| – | – |
-4,751
|
|