SCA

Strategic Capital Advisers Portfolio holdings

AUM $121M
1-Year Est. Return 4.16%
This Quarter Est. Return
1 Year Est. Return
-4.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.5M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.23M
3
+$1.2M
4
NVDA icon
NVIDIA
NVDA
+$503K
5
EVG
Eaton Vance Short Duration Diversified Income Fund
EVG
+$385K

Top Sells

1
+$763K
2
+$758K
3
+$520K
4
MSFT icon
Microsoft
MSFT
+$481K
5
AMZN icon
Amazon
AMZN
+$328K

Sector Composition

1 Healthcare 12.66%
2 Consumer Discretionary 11.59%
3 Financials 9.4%
4 Industrials 8.73%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,568
52
– –
-1,246
53
– –
-50,538
54
– –
-915
1 2
3