SCI

Silver Coast Investments Portfolio holdings

AUM $291M
1-Year Est. Return 8.72%
This Quarter Est. Return
1 Year Est. Return
+8.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$427K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.86M
3
+$1.82M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.44M
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$1.14M

Top Sells

1
+$3.76M
2
+$2.41M
3
+$1.79M
4
TTD icon
Trade Desk
TTD
+$1.42M
5
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$594K

Sector Composition

1 Technology 3.2%
2 Industrials 1.71%
3 Consumer Staples 1.29%
4 Financials 1.19%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,669
102
– –
-1,986
1 2 3 4
5