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
$178M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$949K
3
+$555K
4
BA icon
Boeing
BA
+$502K
5
MSFT icon
Microsoft
MSFT
+$485K

Top Sells

1
+$1.79M
2
+$374K
3
+$282K
4
MMM icon
3M
MMM
+$232K
5
NVDL icon
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
+$230K

Sector Composition

1 Industrials 8.96%
2 Technology 8.32%
3 Consumer Staples 4.05%
4 Financials 2.81%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.18%
100
52
$312K 0.18%
+1,866
53
$310K 0.17%
+2,560
54
$301K 0.17%
525
+125
55
$295K 0.17%
600
56
$292K 0.16%
1,078
+5
57
$290K 0.16%
1,791
-618
58
$274K 0.15%
11,742
+4
59
$253K 0.14%
1,721
-832
60
$253K 0.14%
5,000
61
$243K 0.14%
1,616
+6
62
$242K 0.14%
+1,700
63
$241K 0.14%
6,082
+7
64
$241K 0.14%
420
-2
65
$235K 0.13%
+1,191
66
$232K 0.13%
956
67
$232K 0.13%
1,621
68
$229K 0.13%
992
+2
69
$224K 0.13%
5,239
+61
70
$217K 0.12%
3,015
-1,958
71
$209K 0.12%
+686
72
$207K 0.12%
+9,375
73
$201K 0.11%
+2,375
74
$139K 0.08%
12,369
+6
75
$76.5K 0.04%
18,001
1 2
3
4