Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS LLC | 05-03-2024 | 03-31-2024 | 71 | 164,685,569 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US VLU | 1 | $22,723,803 | 251,258 | 0.01 | 0.02 | -5,813 | -2.26 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $17,601,052 | 33,479 | 0.01 | 0.01 | -70 | -0.21 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 3 | $14,310,335 | 96,282 | 0.01 | 0.01 | 119 | 0.12 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 4 | $12,704,598 | 171,175 | 0.01 | 0.00 | 155,055 | 961.88 | 03-31-2024 |
