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
$131M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.72M
3
+$1.54M
4
INTU icon
Intuit
INTU
+$1.51M
5
PG icon
Procter & Gamble
PG
+$1.28M

Top Sells

1
+$4.73M
2
+$4.71M
3
+$3.23M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.48M
5
DE icon
Deere & Co
DE
+$1.44M

Sector Composition

1 Industrials 13.45%
2 Technology 7.71%
3 Consumer Staples 4.62%
4 Healthcare 3.32%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,246
77
– –
-23,691
78
– –
-4,351
79
– –
-51,621
80
– –
-1,863
81
– –
-1,299
1 2 3
4