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
51
$348K 0.27%
5,470
+278
52
$347K 0.27%
13,139
-25,670
53
$344K 0.27%
1,090
+19
54
$340K 0.26%
8,631
+1,602
55
$301K 0.23%
13,957
-361
56
$289K 0.22%
3,440
-1,580
57
$271K 0.21%
110
58
$257K 0.2%
2,551
+71
59
$256K 0.2%
+1,847
60
$246K 0.19%
13,606
+2,106
61
$238K 0.18%
8,583
-127
62
$237K 0.18%
610
+1
63
$236K 0.18%
5,496
+62
64
$230K 0.18%
+867
65
$220K 0.17%
2,067
-204
66
$216K 0.17%
408
+8
67
$215K 0.17%
8,778
+53
68
$214K 0.17%
1,076
+6
69
$214K 0.17%
+814
70
$206K 0.16%
+423
71
$205K 0.16%
+2,049
72
$203K 0.16%
+1,627
73
$201K 0.16%
+6,079
74
$88.9K 0.07%
19,500
+5,000
75
– –
-3,000
1 2
3
4