SC

SouthState Corp Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$85.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.7M
3
+$2.77M
4
MSFT icon
Microsoft
MSFT
+$2.34M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.26M

Top Sells

1
+$1.75M
2
+$1.44M
3
+$1.25M
4
CSCO icon
Cisco
CSCO
+$1.14M
5
PHYS icon
Sprott Physical Gold
PHYS
+$751K

Sector Composition

1 Technology 25.32%
2 Financials 13.52%
3 Healthcare 11.74%
4 Consumer Staples 8.17%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$139K 0.01%
5,487
+299
277
$139K 0.01%
873
-339
278
$138K 0.01%
2,441
-415
279
$138K 0.01%
2,000
280
$137K 0.01%
87
+35
281
$136K 0.01%
322
+62
282
$131K 0.01%
1,000
283
$128K 0.01%
1,286
+196
284
$125K 0.01%
1,370
-18
285
$119K 0.01%
515
286
$117K 0.01%
+2,000
287
$117K 0.01%
1,849
+39
288
$115K 0.01%
1,080
+670
289
$115K 0.01%
965
-43
290
$114K 0.01%
2,557
291
$114K 0.01%
+2,696
292
$110K 0.01%
480
+2
293
$110K 0.01%
370
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294
$109K 0.01%
3,239
-345
295
$109K 0.01%
2,487
-154
296
$107K 0.01%
701
297
$107K 0.01%
5,370
+140
298
$106K 0.01%
1,017
+254
299
$106K 0.01%
+205
300
$106K 0.01%
195
+1
10 11
12
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