SCA
Sulzberger Capital Advisors Portfolio holdings
AUM
$85.5M
This Quarter Return
+2.69%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$87.6M
AUM Growth
–
Cap. Flow
+$87.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.84%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$7.13M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$6.57M |
| 3 |
NVIDIA
NVDA
|
$6.22M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$5.91M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Visa
V
$681B
| $244K | 0.28% |
+773
| New | +$244K |
|
52
Caterpillar
CAT
$194B
| $236K | 0.27% |
+650
| New | +$236K |
|
53
Oracle
ORCL
$628B
| $235K | 0.27% |
+1,410
| New | +$235K |
|
54
Duke Energy
DUK
$94.5B
| $234K | 0.26% |
+2,170
| New | +$234K |
|
55
Shell
SHEL
$211B
| $231K | 0.26% |
+3,684
| New | +$231K |
|
56
iShares Russell 2000 ETF
IWM
$66.6B
| $223K | 0.25% |
+1,008
| New | +$223K |
|