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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
$213M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.83M
3
+$713K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$543K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$529K

Top Sells

1
+$2.65M
2
+$213K
3
+$144K
4
AFL icon
Aflac
AFL
+$141K
5
GE icon
GE Aerospace
GE
+$128K

Sector Composition

1 Technology 6.05%
2 Financials 5.73%
3 Industrials 5.72%
4 Consumer Discretionary 2.66%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$445K 0.21%
1,770
+5
52
$429K 0.2%
100
53
$429K 0.2%
2,562
+1
54
$418K 0.2%
569
-193
55
$411K 0.19%
1,157
56
$410K 0.19%
8,234
+45
57
$404K 0.19%
15,500
58
$403K 0.19%
4,065
59
$381K 0.18%
4,000
+16
60
$346K 0.16%
519
+1
61
$345K 0.16%
1,859
+8
62
$333K 0.16%
12,623
+4
63
$330K 0.15%
1,168
64
$315K 0.15%
6,107
+6
65
$305K 0.14%
10,775
66
$295K 0.14%
1,899
+8
67
$283K 0.13%
1,222
+2
68
$279K 0.13%
5,000
69
$275K 0.13%
3,740
+728
70
$270K 0.13%
996
+1
71
$269K 0.13%
9,540
-140
72
$268K 0.13%
600
73
$265K 0.12%
+1,042
74
$258K 0.12%
1,773
+257
75
$243K 0.11%
1,642
+7
1 2
3
4