SCA
Sulzberger Capital Advisors Portfolio holdings
AUM
$99M
1-Year Est. Return
15.97%
This Fund
S&P 500
1 Year Est. Return
+15.97%
AUM
$89.7M
AUM Growth
+$4.19M
(+4.9%)
Holding
53
Top Buys
| 1 | +$3.38M | |
| 2 | +$225K | |
| 3 | +$207K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$200K |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$196K |
Top Sells
| 1 | +$3.13M | |
| 2 | +$313K | |
| 3 | +$298K | |
| 4 |
RTX Corp
RTX
|
+$214K |
| 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
$3.66B
| $203K | 0.23% |
+1,500
|
|
||
52
Dover
DOV
$29.8B
| – | – |
-1,625
|
|
||
|
FISV
53
Fiserv Inc
FISV
$33.8B
| – | – |
-1,200
|
|