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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 $195,506,966
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 281,281 $26,617,569 13.61%
2.
Ishares Trust
 IEF 36,186 $22,468,147 11.49%
3.
Ishares Trust
 IEF 139,974 $15,297,754 7.82%
4.
Ishares Tr - CORE MSCI EAFE
 160,517 $13,399,932 6.85%
5.
Ishares Trust
 IEF 85,832 $11,903,233 6.09%
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)