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
$147M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$5.73M
2 +$2.62M
3 +$2.48M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.44M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.38M

Sector Composition

1 Technology 6.6%
2 Healthcare 1.4%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.31%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,143
52
-3,285