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
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.9M
3
+$2.25M
4
AMT icon
American Tower
AMT
+$1.84M
5
CVX icon
Chevron
CVX
+$377K

Top Sells

1
+$1.96M
2
+$1.07M
3
+$592K
4
GOOG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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-100
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4