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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
$129M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.27M
3
+$1.59M
4
IYG icon
iShares US Financial Services ETF
IYG
+$1.57M
5
DE icon
Deere & Co
DE
+$1.33M

Top Sells

1
+$5.1M
2
+$5.07M
3
+$2.52M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.15M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.79M

Sector Composition

1 Industrials 13.93%
2 Technology 5.14%
3 Financials 5.1%
4 Consumer Staples 3.83%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,000
77
– –
-7,000
78
– –
-42,960
1 2 3
4