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
$126M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$950K
3 +$667K
4
MRK icon
Merck
MRK
+$625K
5
BLK icon
Blackrock
BLK
+$350K

Top Sells

1 +$1.49M
2 +$1.04M
3 +$921K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$372K
5
EMR icon
Emerson Electric
EMR
+$301K

Sector Composition

1 Industrials 14.67%
2 Technology 6.13%
3 Financials 4.42%
4 Consumer Staples 3.35%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,598
77
-1,060
78
-1,172
79
-1,819
80
-60,000
81
-1,266
82
-443
83
-15,768