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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
$135M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$475K
3
+$421K
4
JNJ icon
Johnson & Johnson
JNJ
+$401K
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$374K

Top Sells

1
+$2.17M
2
+$1.55M
3
+$1.36M
4
FDLO icon
Fidelity Low Volatility Factor ETF
FDLO
+$431K
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$384K

Sector Composition

1 Industrials 14.55%
2 Technology 6.21%
3 Consumer Staples 3.62%
4 Healthcare 2.66%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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