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Home > Institutional Investor > Southern Capital Advisors, Llc > Profile

Instuitional Investor - Southern Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Southern Capital Advisors, Llc
Portfolio Value $180,742,371
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 266,348 $24,661,132 13.64%
2.
Ishares Trust
 IEF 34,737 $20,448,938 11.31%
3.
Ishares Trust
 IEF 114,221 $13,160,493 7.28%
4.
United Parcel Service Inc
 UPS 91,726 $11,566,669 6.39%
5.
Ishares Trust
 IEF 89,843 $11,387,630 6.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)