RIS
Retirement Income Solutions Portfolio holdings
AUM
$585M
1-Year Est. Return
15.74%
This Fund
S&P 500
1 Year Est. Return
+15.74%
AUM
$281M
AUM Growth
-$81.3M
(-22%)
Holding
127
Top Buys
| 1 | +$8.2M | |
| 2 | +$2.35M | |
| 3 | +$2.03M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.63M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$798K |
Top Sells
| 1 | +$16.6M | |
| 2 | +$7.12M | |
| 3 | +$4.97M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.69M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.11M |
Sector Composition
| 1 | Technology | 1.87% |
| 2 | Consumer Discretionary | 1.03% |
| 3 | Healthcare | 1.01% |
| 4 | Communication Services | 0.76% |
| 5 | Consumer Staples | 0.73% |