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
$131M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.72M
3
+$1.54M
4
INTU icon
Intuit
INTU
+$1.51M
5
PG icon
Procter & Gamble
PG
+$1.28M

Top Sells

1
+$4.73M
2
+$4.71M
3
+$3.23M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.48M
5
DE icon
Deere & Co
DE
+$1.44M

Sector Composition

1 Industrials 13.45%
2 Technology 7.71%
3 Consumer Staples 4.62%
4 Healthcare 3.32%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$998K 0.76%
13,662
+649
27
$984K 0.75%
14,584
-47,909
28
$896K 0.69%
19,208
+1,138
29
$892K 0.68%
5,274
-684
30
$804K 0.61%
6,893
+18
31
$707K 0.54%
9,638
-353
32
$673K 0.51%
1,521
+150
33
$664K 0.51%
+11,754
34
$639K 0.49%
5,959
+34
35
$629K 0.48%
5,283
+22
36
$589K 0.45%
1,897
+128
37
$525K 0.4%
5,784
-2,915
38
$473K 0.36%
10,700
-30
39
$459K 0.35%
3,612
-11,695
40
$429K 0.33%
3,205
+10
41
$423K 0.32%
2,257
+79
42
$405K 0.31%
9,487
-203
43
$396K 0.3%
15,222
-327
44
$388K 0.3%
10,436
-420
45
$382K 0.29%
14,000
-486
46
$381K 0.29%
2,304
-6,973
47
$378K 0.29%
9,967
-525
48
$370K 0.28%
2,543
+681
49
$369K 0.28%
2,348
+6
50
$361K 0.28%
2,565
+344
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