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
$181M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.08M
3
+$1.6M
4
IYG icon
iShares US Financial Services ETF
IYG
+$601K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$470K

Top Sells

1
+$2.84M
2
+$2.05M
3
+$1.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$435K
5
UPS icon
United Parcel Service
UPS
+$250K

Sector Composition

1 Technology 8.61%
2 Industrials 8.11%
3 Consumer Staples 3.86%
4 Financials 3.59%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,375
77
– –
-40,280
78
– –
-3,015
79
– –
-5,239
1 2 3
4