SCA
Sulzberger Capital Advisors Portfolio holdings
AUM
$98M
1-Year Est. Return
16.98%
This Fund
S&P 500
1 Year Est. Return
+16.98%
AUM
$98M
AUM Growth
-$1.02M
(-1%)
Holding
53
Top Buys
| 1 | +$3.44M | |
| 2 | +$3.38M | |
| 3 | +$316K | |
| 4 |
SPDR Gold Trust
GLD
|
+$305K |
| 5 |
TSMC
TSM
|
+$187K |
Top Sells
| 1 | +$4.31M | |
| 2 | +$297K | |
| 3 | +$263K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$247K |
| 5 |
Meta Platforms (Facebook)
META
|
+$247K |
Sector Composition
| 1 | Technology | 15.7% |
| 2 | Financials | 4.84% |
| 3 | Communication Services | 4.05% |
| 4 | Consumer Discretionary | 3.5% |
| 5 | Utilities | 3.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Oracle
ORCL
$503B
| – | – |
-1,350
|
|
||
52
Philip Morris
PM
$246B
| – | – |
-1,317
|
|
||
53
iShares ESG Optimized MSCI USA ETF
SUSA
$3.77B
| – | – |
-1,500
|
|