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Home > Institutional Investor > Southern Capital Advisors, Llc > 13F Holdings

Instuitional Investor - Southern Capital Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 286,855 $28,671,164 13.44%
2.
Ishares Trust
 IEF 37,007 $24,768,498 11.61%
3.
Ishares Trust
 IEF 144,041 $17,116,392 8.02%
4.
Ishares Trust
 VLUE 168,911 $14,747,600 6.91%
5.
Ishares Trust
 IEF 87,283 $12,430,029 5.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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