SCA

Sulzberger Capital Advisors Portfolio holdings

AUM $99M
1-Year Est. Return 15.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.97%
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
+$7.14M
2
+$6.61M
3
+$6.38M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.95M
5
MSFT icon
Microsoft
MSFT
+$5.59M

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
51
$244K 0.28%
+773
52
$236K 0.27%
+650
53
$235K 0.27%
+1,410
54
$234K 0.27%
+2,170
55
$231K 0.26%
+3,684
56
$223K 0.25%
+1,008
1 2
3