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
$162M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$629K
3 +$422K
4
VZ icon
Verizon
VZ
+$282K
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$280K

Sector Composition

1 Technology 9.84%
2 Industrials 9.51%
3 Consumer Staples 3.74%
4 Financials 2.47%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,343
77
-4,201
78
-2,502
79
-9,579