SCA
Sulzberger Capital Advisors Portfolio holdings
AUM
$89.7M
1-Year Est. Return
16.15%
1 Year Est. Return
+16.15%
AUM
$85.5M
AUM Growth
+$9.37M
(+12%)
Holding
53
Top Buys
| 1 | +$6.2M | |
| 2 | +$433K | |
| 3 | +$295K | |
| 4 |
Applied Materials
AMAT
|
+$220K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$211K |
Top Sells
| 1 | +$669K | |
| 2 | +$523K | |
| 3 | +$500K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$410K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$403K |
Sector Composition
| 1 | Technology | 19.25% |
| 2 | Financials | 5.6% |
| 3 | Consumer Discretionary | 4.43% |
| 4 | Communication Services | 3.19% |
| 5 | Healthcare | 3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LQTI
51
FT Vest Investment Grade & Target Income ETF
LQTI
$198M
| $207K | 0.24% |
+10,172
|
|
||
52
SPDR S&P 500 ETF Trust
SPY
$697B
| – | – |
-542
|
|
||
53
Kimberly-Clark
KMB
$36B
| – | – |
-1,415
|
|