SSCA

South Shore Capital Advisors Portfolio holdings

AUM $42.3M
1-Year Est. Return 14.4%
This Quarter Est. Return
1 Year Est. Return
-14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.3M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$689K
2 +$489K
3 +$418K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$401K
5
IYW icon
iShares US Technology ETF
IYW
+$344K

Sector Composition

1 Technology 24.56%
2 Financials 10.4%
3 Consumer Discretionary 9.52%
4 Communication Services 9.23%
5 Healthcare 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$649K 1.06%
2,134
+134
27
$642K 1.05%
4,207
+304
28
$641K 1.05%
2,017
+38
29
$623K 1.02%
53,278
+1,942
30
$591K 0.96%
3,491
+177
31
$582K 0.95%
1,991
+193
32
$578K 0.94%
16,450
33
$571K 0.93%
2,594
+138
34
$554K 0.9%
32,046
+1,664
35
$548K 0.89%
1,557
36
$536K 0.87%
2,934
+579
37
$533K 0.87%
1,440
-44
38
$528K 0.86%
4,566
+1
39
$523K 0.85%
5,601
+734
40
$508K 0.83%
1,305
+96
41
$506K 0.83%
6,649
+1,803
42
$493K 0.8%
11,973
+3,165
43
$489K 0.8%
+1,136
44
$473K 0.77%
19,195
+1,614
45
$465K 0.76%
8,636
+955
46
$460K 0.75%
2,572
+180
47
$457K 0.75%
6,727
-56
48
$452K 0.74%
15,370
+5,410
49
$449K 0.73%
3,935
+22
50
$447K 0.73%
4,729
+76