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South Shore Capital Advisors13F | |
South Shore Capital Advisors | |
Last update 2022-10-17 | 77 Stocks (3 new) |
Value $43.00 Mil | Turnover 4 % |
Portfolio Report |
South Shore Capital Advisors Top Holdings of 2022-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 15,116 | 3520.000 | +0.73% | 8.200 | +0.06% | 0.000 | -0.08% | -1.50% | 3078486.733 | Software | |
AAPL | Apple Inc | 21,740 | 3004.000 | +0.35% | 6.990 | +0.02% | 0.000 | +1.56% | -7.82% | 3486313.417 | Hardware | |
GOOGL | Alphabet Inc | 26,856 | 2569.000 | -0.53% | 5.980 | -0.03% | 0.000 | +16.59% | +0.42% | 2324367.382 | Interactive Media | |
JNJ | Johnson & Johnson | 11,772 | 1924.000 | +1.11% | 4.480 | +0.05% | 0.000 | -10.80% | -1.20% | 344627.154 | Drug Manufacturers | |
V | Visa Inc | 8,344 | 1482.000 | +1.26% | 3.450 | +0.04% | 0.000 | +10.10% | -3.39% | 589838.531 | Credit Services | |
IUSG | ISHARES TRUST | 16,171 | 1297.000 | +39.02% | 3.020 | +0.85% | 0.010 | +3.19% | -1.36% | 20827.457 | ||
SPY | S&P 500 ETF TRUST ETF | 3,309 | 1182.000 | +0.64% | 2.750 | +0.02% | 0.000 | +0.10% | -1.35% | 616638.345 | ||
AZO | AutoZone Inc | 513 | 1099.000 | 0% | 2.560 | 0% | 0.000 | +4.16% | +1.81% | 54772.690 | Retail - Cyclical | |
PFE | Pfizer Inc | 21,103 | 924.000 | -4.95% | 2.150 | -0.12% | 0.000 | -7.57% | +0.04% | 150685.264 | Drug Manufacturers | |
UNH | UnitedHealth Group Inc | 1,578 | 797.000 | 0% | 1.860 | 0% | 0.000 | -8.67% | +7.57% | 499944.465 | Healthcare Plans |
South Shore Capital Advisors's Historical Top Holdings Breakdowns
South Shore Capital Advisors Total Holding History ($B)
South Shore Capital Advisors's Asset Allocation
South Shore Capital Advisors Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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South Shore Capital Advisors's Hypothetical Growth since 2022-09-30
South Shore Capital Advisors's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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South Shore Capital Advisors's Holdings Heat Map
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South Shore Capital Advisors's Holdings Bubble Chart
South Shore Capital Advisors News
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