SCG

Strategic Capital Group Portfolio holdings

AUM $321M
1-Year Est. Return 22.54%
This Quarter Est. Return
1 Year Est. Return
+22.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.55M
3
+$1.46M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.46M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$1.45M

Top Sells

1
+$6.14M
2
+$5.91M
3
+$5.22M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.22M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$5.12M

Sector Composition

1 Consumer Discretionary 11.86%
2 Industrials 11.52%
3 Technology 11.37%
4 Healthcare 9.94%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
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