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
$162M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$16.2M
3 +$10.5M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$10.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.88M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.61%
2 Technology 5.66%
3 Financials 3.9%
4 Consumer Staples 3.1%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.13%
+3,892
77
$202K 0.12%
+1,410
78
$66K 0.04%
+24,000