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
$198M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$3.12M
2 +$1.39M
3 +$871K
4
MCD icon
McDonald's
MCD
+$816K
5
JNJ icon
Johnson & Johnson
JNJ
+$623K

Sector Composition

1 Technology 12.05%
2 Industrials 11.67%
3 Consumer Discretionary 10.01%
4 Financials 9.58%
5 Healthcare 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,520
77
-12,531