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
$115M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.19M
2 +$1.56M
3 +$179K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$87.6K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.9K

Top Sells

1 +$792K
2 +$704K
3 +$641K
4
NKE icon
Nike
NKE
+$613K
5
LLY icon
Eli Lilly
LLY
+$599K

Sector Composition

1 Healthcare 13.58%
2 Financials 11.98%
3 Consumer Discretionary 10.39%
4 Industrials 8.87%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-18,198
52
-3,574