PC
Premise Capital Portfolio holdings
AUM
$77.3M
This Quarter Return
+2.73%
1 Year Return
+14.7%
3 Year Return
+43.02%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.23%
Holding
17
New
17
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$36.5M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$15.9M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.92M |
| 4 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$8.88M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$7.29M |
Top Sells
No sells this quarter
