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

Top Buys

1
+$3.88M
2
+$2.17M
3
+$1.63M
4
IYG icon
iShares US Financial Services ETF
IYG
+$1.57M
5
DE icon
Deere & Co
DE
+$1.4M

Top Sells

1
+$5.31M
2
+$5.03M
3
+$2.5M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.15M
5
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$1.8M

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
– –
-7,000
77
– –
-42,960
78
– –
-783
1 2 3
4