SCA

Southern Capital Advisors Portfolio holdings

AUM $196M
1-Year Est. Return 13.12%
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.17M
3
+$1.63M
4
IYG icon
iShares US Financial Services ETF
IYG
+$1.57M
5
DE icon
Deere & Co
DE
+$1.4M

Top Sells

1
+$5.31M
2
+$5.03M
3
+$2.5M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.15M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.8M

Sector Composition

1 Industrials 13.93%
2 Technology 5.14%
3 Financials 5.1%
4 Consumer Staples 3.83%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.04%
23,483
+2,200
27
$1.33M 1.03%
42,769
+8,776
28
$1.2M 0.93%
6,795
+1,422
29
$1.02M 0.79%
10,598
-18,702
30
$1M 0.78%
21,201
+390
31
$853K 0.66%
19,536
+1,252
32
$852K 0.66%
3,996
+8
33
$840K 0.65%
16,693
-2,601
34
$809K 0.63%
11,996
-2,776
35
$804K 0.62%
7,189
+166
36
$715K 0.55%
7,821
-810
37
$713K 0.55%
6,147
-1,584
38
$629K 0.49%
8,727
+1,356
39
$577K 0.45%
5,230
+457
40
$567K 0.44%
10,001
-72
41
$481K 0.37%
10,680
+40
42
$441K 0.34%
2,455
-219
43
$437K 0.34%
1,370
-17
44
$431K 0.33%
9,340
+2,540
45
$428K 0.33%
5,242
+24
46
$384K 0.3%
12,181
-114
47
$380K 0.29%
12,804
-123
48
$371K 0.29%
13,083
-123
49
$352K 0.27%
2,496
+176
50
$349K 0.27%
2,003
-1,653
1
2
3 4