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
501
$8.29K ﹤0.01%
1,027
502
$8.2K ﹤0.01%
+62
503
$8.08K ﹤0.01%
2,000
504
$7.96K ﹤0.01%
200
505
$7.76K ﹤0.01%
12
+4
506
$7.58K ﹤0.01%
354
507
$7.45K ﹤0.01%
+130
508
$7.43K ﹤0.01%
515
509
$7.41K ﹤0.01%
100
-29
510
$7.07K ﹤0.01%
64
511
$7.05K ﹤0.01%
115
512
$6.95K ﹤0.01%
+200
513
$6.88K ﹤0.01%
+1,315
514
$6.87K ﹤0.01%
+350
515
$6.79K ﹤0.01%
77
516
$6.75K ﹤0.01%
+125
517
$6.63K ﹤0.01%
+90
518
$6.05K ﹤0.01%
+30
519
$6K ﹤0.01%
+385
520
$5.98K ﹤0.01%
+14
521
$5.83K ﹤0.01%
234
522
$5.62K ﹤0.01%
910
523
$5.61K ﹤0.01%
28
524
$5.59K ﹤0.01%
+198
525
$5.52K ﹤0.01%
115
-123
19 20
21
22 23