SCA

Sulzberger Capital Advisors Portfolio holdings

AUM $89.7M
1-Year Est. Return 16.15%
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$6.57M
3
+$6.22M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.91M
5
MSFT icon
Microsoft
MSFT
+$5.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.61%
2 Financials 6.63%
3 Consumer Discretionary 5.81%
4 Communication Services 4.33%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$753K 0.85%
+7,004
27
$679K 0.77%
+11,464
28
$622K 0.7%
+6,980
29
$602K 0.68%
+2,286
30
$554K 0.63%
+5,281
31
$515K 0.58%
+2,910
32
$483K 0.55%
+2,718
33
$482K 0.55%
+1,647
34
$466K 0.53%
+813
35
$453K 0.51%
+3,130
36
$433K 0.49%
+2,850
37
$426K 0.48%
+1,275
38
$411K 0.46%
+1,790
39
$396K 0.45%
+965
40
$370K 0.42%
+3,200
41
$312K 0.35%
+11,770
42
$312K 0.35%
+2,154
43
$305K 0.34%
+1,625
44
$301K 0.34%
+2,663
45
$297K 0.34%
+1,023
46
$291K 0.33%
+497
47
$289K 0.33%
+9,670
48
$270K 0.31%
+4,338
49
$251K 0.28%
+600
50
$247K 0.28%
+1,200
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