We are live on ! Find out more
SCA

Southern Capital Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 17.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.88M
3
+$2.31M
4
IYE icon
iShares US Energy ETF
IYE
+$1.93M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.8M

Top Sells

1
+$5.95M
2
+$2.42M
3
+$2.03M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$1.6M
5
INTU icon
Intuit
INTU
+$1.58M

Sector Composition

1 Industrials 6.04%
2 Technology 4.39%
3 Financials 2.65%
4 Consumer Staples 2.34%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
51
Lowe's Companies
LOW
$126B
$421K 0.2%
1,781
+5
GLD icon
52
SPDR Gold Trust
GLD
$141B
$411K 0.19%
956
AMGN icon
53
Amgen
AMGN
$188B
$411K 0.19%
1,168
IBM icon
54
IBM
IBM
$254B
$410K 0.19%
1,692
+6
META icon
55
Meta Platforms (Facebook)
META
$1.51T
$408K 0.19%
713
-121
CVX icon
56
Chevron
CVX
$357B
$381K 0.18%
1,842
-154
USMV icon
57
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$374K 0.18%
4,033
+17
KMI icon
58
Kinder Morgan
KMI
$69.8B
$361K 0.17%
10,775
KHC icon
59
Kraft Heinz
KHC
$28B
$349K 0.16%
15,500
AZO icon
60
AutoZone
AZO
$51.1B
$338K 0.16%
100
SOXX icon
61
iShares Semiconductor ETF
SOXX
$43.7B
$328K 0.15%
998
+1
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$794B
$326K 0.15%
502
+18
RF icon
63
Regions Financial
RF
$24.8B
$324K 0.15%
12,392
-96
ISRG icon
64
Intuitive Surgical
ISRG
$148B
$323K 0.15%
700
+100
BAC icon
65
Bank of America
BAC
$404B
$298K 0.14%
6,119
+7
INTU icon
66
Intuit
INTU
$75.7B
$296K 0.14%
685
-3,309
IYM icon
67
iShares US Basic Materials ETF
IYM
$1.3B
$291K 0.14%
1,654
+4
BRK.B icon
68
Berkshire Hathaway Class B
BRK.B
$1.07T
$288K 0.13%
+600
SGOL icon
69
abrdn Physical Gold Shares ETF
SGOL
$7.4B
$286K 0.13%
6,400
ITOT icon
70
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$279K 0.13%
1,961
+16
FDVV icon
71
Fidelity High Dividend ETF
FDVV
$9.86B
$276K 0.13%
5,000
VB icon
72
Vanguard Small-Cap ETF
VB
$79.9B
$274K 0.13%
1,044
-7
VO icon
73
Vanguard Mid-Cap ETF
VO
$106B
$272K 0.13%
3,784
+4
ABBV icon
74
AbbVie
ABBV
$392B
$263K 0.12%
1,209
+1
NOC icon
75
Northrop Grumman
NOC
$78.5B
$255K 0.12%
374
1 2
3
4