SCA

Stokes Capital Advisors Portfolio holdings

AUM $430M
1-Year Est. Return 13.29%
This Quarter Est. Return
1 Year Est. Return
+13.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.65%
2 Industrials 11.64%
3 Consumer Discretionary 9.99%
4 Healthcare 9.64%
5 Financials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,045
77
-2,140