SCI
Silver Coast Investments Portfolio holdings
AUM
$275M
This Quarter Return
+7.88%
1 Year Return
+10.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$220M
AUM Growth
–
Cap. Flow
+$220M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.08%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$30.7M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$28.5M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$27M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$18.2M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$17.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.1% |
| 2 | Financials | 1.27% |
| 3 | Communication Services | 1.27% |
| 4 | Industrials | 1.09% |
| 5 | Consumer Discretionary | 1.07% |
