SCA
Sulzberger Capital Advisors Portfolio holdings
AUM
$89.7M
1-Year Est. Return
16.15%
1 Year Est. Return
+16.15%
AUM
$89.7M
AUM Growth
+$4.19M
(+4.9%)
Holding
53
Top Buys
| 1 | +$3.41M | |
| 2 | +$217K | |
| 3 | +$210K | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$208K |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$203K |
Top Sells
| 1 | +$3.14M | |
| 2 | +$333K | |
| 3 | +$298K | |
| 4 |
RTX Corp
RTX
|
+$231K |
| 5 |
FISV
Fiserv Inc
FISV
|
+$207K |
Sector Composition
| 1 | Technology | 20.3% |
| 2 | Financials | 5.45% |
| 3 | Consumer Discretionary | 4.33% |
| 4 | Communication Services | 3.8% |
| 5 | Healthcare | 2.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
iShares ESG Optimized MSCI USA ETF
SUSA
$3.7B
| $203K | 0.23% |
+1,500
|
|
||
|
FISV
52
Fiserv Inc
FISV
$33.7B
| – | – |
-1,200
|
|
||
53
Dover
DOV
$25.4B
| – | – |
-1,625
|
|