SCA

Sulzberger Capital Advisors Portfolio holdings

AUM $76.1M
This Quarter Return
-2.91%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$76.1M
AUM Growth
-$11.5M
Cap. Flow
-$7.26M
Cap. Flow %
-9.55%
Top 10 Hldgs %
68.3%
Holding
58
New
2
Increased
3
Reduced
33
Closed
10

Sector Composition

1Technology16.8%
2Financials6.42%
3Consumer Discretionary4.9%
4Healthcare3.67%
5Communication Services3.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-1,275
Closed
-$426K
-2,170
Closed
-$234K
-2,286
Closed
-$602K
-1,008
Closed
-$223K
-17,995
Closed
-$1.03M
-4,338
Closed
-$270K
-1,410
Closed
-$235K
-3,684
Closed
-$231K