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
$313M
AUM Growth
+$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$783K
2 +$119K
3 +$64.6K
4
AMT icon
American Tower
AMT
+$57.5K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$51.5K

Top Sells

1 +$712K
2 +$503K
3 +$327K
4
DE icon
Deere & Co
DE
+$246K
5
NVDA icon
NVIDIA
NVDA
+$214K

Sector Composition

1 Technology 17.6%
2 Financials 6.79%
3 Healthcare 4.73%
4 Consumer Staples 4.33%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.07%
815
77
-600
78
-1,693
79
-2,370