SCA
Southern Capital Advisors Portfolio holdings
AUM
$196M
1-Year Est. Return
13.12%
1 Year Est. Return
+13.12%
AUM
$180M
AUM Growth
-$431K
(-0.24%)
Holding
83
Top Buys
| 1 | +$2.17M | |
| 2 | +$1.94M | |
| 3 | +$1.76M | |
| 4 |
Arm
ARM
|
+$1.61M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$850K |
Top Sells
| 1 | +$2.81M | |
| 2 | +$1.74M | |
| 3 | +$639K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$498K |
| 5 |
Walmart
WMT
|
+$334K |
Sector Composition
| 1 | Industrials | 7.24% |
| 2 | Technology | 6.36% |
| 3 | Financials | 5.99% |
| 4 | Consumer Staples | 3.83% |
| 5 | Consumer Discretionary | 1.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Coca-Cola
KO
$302B
| $216K | 0.12% |
+3,015
|
|
||
77
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
| $201K | 0.11% |
+3,975
|
|
||
78
Transocean
RIG
$4.13B
| $111K | 0.06% |
35,001
+12,000
|
|
||
79
Broadcom
AVGO
$1.76T
| – | – |
-12,135
|
|
||
80
Alphabet (Google) Class A
GOOGL
$3.23T
| – | – |
-1,149
|
|
||
81
Vanguard Mega Cap Growth ETF
MGK
$32.4B
| – | – |
-803
|
|
||
82
iShares Semiconductor ETF
SOXX
$16.6B
| – | – |
-993
|
|
||
83
UnitedHealth
UNH
$333B
| – | – |
-430
|
|