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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
$213M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.83M
3
+$713K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$543K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$529K

Top Sells

1
+$2.65M
2
+$213K
3
+$144K
4
AFL icon
Aflac
AFL
+$141K
5
GE icon
GE Aerospace
GE
+$128K

Sector Composition

1 Technology 6.05%
2 Financials 5.73%
3 Industrials 5.72%
4 Consumer Discretionary 2.66%
5 Consumer Staples 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.11%
6,400
77
$228K 0.11%
+374
78
$219K 0.1%
720
79
$215K 0.1%
18,658
+7
80
$211K 0.1%
1,700
81
$204K 0.1%
+3,120
82
$109K 0.05%
35,001
83
– –
-50,344
84
– –
-3,015
1 2 3
4