SCA

Strategic Capital Alternatives Portfolio holdings

AUM $6.3M
This Fund
S&P 500
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 +$9.23M
3 +$9.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.26M
5
BND icon
Vanguard Total Bond Market
BND
+$7.58M

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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+247
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+570
329
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331
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+530
332
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333
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+591
334
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335
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+252
336
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+410
337
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+149
338
$17K 0.01%
+735
339
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344
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346
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347
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348
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350
$15K 0.01%
+160