SCA

St. Clair Advisors Portfolio holdings

AUM $377M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$2.85M
3 +$2.84M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.6M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.79M

Top Sells

1 +$292K
2 +$275K
3 +$243K
4
JNJ icon
Johnson & Johnson
JNJ
+$208K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$148K

Sector Composition

1 Technology 6.22%
2 Healthcare 1.26%
3 Consumer Staples 1.23%
4 Consumer Discretionary 0.95%
5 Communication Services 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,031
52
-425
53
-1,290