SCA
Strategic Capital Advisers Portfolio holdings
AUM
$121M
1-Year Return
4.16%
This Quarter Return
+6.39%
1 Year Return
-4.16%
3 Year Return
+51.39%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$16.8M
(+19%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
10.81%
Top 10 Holdings %
Top 10 Hldgs %
38.08%
Holding
86
New
8
Increased
25
Reduced
25
Closed
25
Top Buys
| 1 |
VanEck Agribusiness ETF
MOO
|
+$5.98M |
| 2 |
iShares Gold Trust
IAU
|
+$3.9M |
| 3 |
SPDR S&P Global Natural Resources ETF
GNR
|
+$2.25M |
| 4 |
American Tower
AMT
|
+$1.84M |
| 5 |
Chevron
CVX
|
+$377K |
Top Sells
| 1 |
Charles Schwab
SCHW
|
+$1.96M |
| 2 |
Blackstone
BX
|
+$1.07M |
| 3 |
DuPont de Nemours
DD
|
+$592K |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$170K |
| 5 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$167K |
Sector Composition
| 1 | Industrials | 11.31% |
| 2 | Healthcare | 11.24% |
| 3 | Consumer Discretionary | 10.57% |
| 4 | Financials | 10.45% |
| 5 | Technology | 6.82% |
