SCA
Southern Capital Advisors Portfolio holdings
AUM
$196M
1-Year Return
13.12%
This Quarter Return
-4.1%
1 Year Return
+13.12%
3 Year Return
+49.09%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
-$15.6M
(-9.7%)
Cap. Flow
-$7.39M
Cap. Flow
% of AUM
-5.06%
Top 10 Holdings %
Top 10 Hldgs %
64.76%
Holding
95
New
17
Increased
31
Reduced
30
Closed
13
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$5.84M |
| 2 |
iShares GNMA Bond ETF
GNMA
|
$4.86M |
| 3 |
iShares Biotechnology ETF
IBB
|
$2.94M |
| 4 |
iShares Semiconductor ETF
SOXX
|
$1.82M |
| 5 |
Intuitive Surgical
ISRG
|
$1.32M |
Sector Composition
| 1 | Industrials | 16.1% |
| 2 | Technology | 5.53% |
| 3 | Financials | 4.35% |
| 4 | Consumer Staples | 3.15% |
| 5 | Consumer Discretionary | 1.38% |
