SSCA
South Shore Capital Advisors Portfolio holdings
AUM
$42.3M
This Quarter Return
-5.72%
1 Year Return
-14.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$42.3M
AUM Growth
+$42.3M
(-12%)
Cap. Flow
+$573K
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
42.1%
Holding
88
New
3
Increased
22
Reduced
16
Closed
12
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.44M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$508K |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$364K |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$312K |
| 5 |
Tesla
TSLA
|
$275K |
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.01M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$335K |
| 3 |
Green Brick Partners
GRBK
|
$274K |
| 4 |
Merck
MRK
|
$265K |
| 5 |
Sanofi
SNY
|
$254K |
Sector Composition
| 1 | Technology | 24.24% |
| 2 | Financials | 10% |
| 3 | Communication Services | 9.38% |
| 4 | Healthcare | 9.16% |
| 5 | Consumer Discretionary | 8.48% |
