SCA
Southern Capital Advisors Portfolio holdings
AUM
$196M
1-Year Est. Return
13.12%
1 Year Est. Return
+13.12%
AUM
$196M
AUM Growth
+$15.2M
(+8.4%)
Holding
84
Top Buys
| 1 | +$2.19M | |
| 2 | +$547K | |
| 3 | +$541K | |
| 4 |
Kraft Heinz
KHC
|
+$400K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$397K |
Top Sells
| 1 | +$2.27M | |
| 2 | +$1.98M | |
| 3 | +$1.61M | |
| 4 |
Fidelity Limited Term Bond ETF
FLTB
|
+$227K |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$201K |
Sector Composition
| 1 | Industrials | 6.74% |
| 2 | Financials | 5.98% |
| 3 | Technology | 4.77% |
| 4 | Consumer Staples | 2.74% |
| 5 | Consumer Discretionary | 2.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Mid-Cap ETF
VO
$89B
| $211K | 0.11% |
+753
|
|
||
77
McDonald's
MCD
$221B
| $210K | 0.11% |
720
|
|
||
78
iShares Core S&P Total US Stock Market ETF
ITOT
$80.2B
| $205K | 0.1% |
+1,516
|
|
||
79
abrdn Physical Gold Shares ETF
SGOL
$6.42B
| $202K | 0.1% |
+6,400
|
|
||
|
FLG
80
Flagstar Bank National Association
FLG
$4.87B
| $198K | 0.1% |
18,651
+8
|
|
||
81
Transocean
RIG
$4.15B
| $90.7K | 0.05% |
35,001
|
|
||
82
Arm
ARM
$185B
| – | – |
-15,101
|
|
||
|
83
Fidelity Limited Term Bond ETF
FLTB
$270M
| – | – |
-4,523
|
|
||
|
84
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
| – | – |
-3,975
|
|