SQA

Simon Quick Advisors Portfolio holdings

AUM $2.29B
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.6M
3
+$17.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.61M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.12M

Top Sells

1
+$7.34M
2
+$3.96M
3
+$2.12M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.63M
5
BAC icon
Bank of America
BAC
+$1.48M

Sector Composition

1 Financials 9.13%
2 Technology 1.74%
3 Communication Services 1.26%
4 Healthcare 0.97%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
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