SQA
Simon Quick Advisors Portfolio holdings
AUM
$2.29B
1-Year Est. Return
16.18%
This Fund
S&P 500
1 Year Est. Return
+16.18%
AUM
$276M
AUM Growth
+$49.7M
(+22%)
Holding
699
Top Buys
| 1 | +$8.57M | |
| 2 | +$6.54M | |
| 3 | +$4.11M | |
| 4 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$3.99M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$3.25M |
Top Sells
| 1 | +$5.52M | |
| 2 | +$5.24M | |
| 3 | +$2.89M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.03M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$1.25M |
Sector Composition
| 1 | Financials | 8.88% |
| 2 | Technology | 3.28% |
| 3 | Consumer Discretionary | 2.54% |
| 4 | Communication Services | 1.92% |
| 5 | Industrials | 1.66% |