SCA

Strategic Capital Alternatives Portfolio holdings

AUM $6.3M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.35M
3 +$9.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.23M
5
META icon
Meta Platforms (Facebook)
META
+$7.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.38%
2 Industrials 10.69%
3 Healthcare 10.18%
4 Consumer Discretionary 6.67%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$19K 0.01%
+300
327
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+570
329
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+410
334
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335
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336
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337
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347
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$15K 0.01%
+159