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
$107M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.74M
2 +$440K
3 +$357K
4
COST icon
Costco
COST
+$344K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$327K

Top Sells

1 +$1.52M
2 +$641K
3 +$554K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$506K
5
MSFT icon
Microsoft
MSFT
+$483K

Sector Composition

1 Healthcare 14.68%
2 Consumer Discretionary 11.96%
3 Industrials 8.97%
4 Financials 8.79%
5 Technology 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,278
52
-5,343