SQA
Simon Quick Advisors Portfolio holdings
AUM
$2.48B
1-Year Return
16.18%
This Quarter Return
+6.42%
1 Year Return
+16.18%
3 Year Return
+67.14%
5 Year Return
+113.28%
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.65%
Holding
235
New
235
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$18.9M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$11.8M |
| 3 |
Bank of America
BAC
|
$9.91M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$6.93M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$5.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.5% |
| 2 | Technology | 6.04% |
| 3 | Consumer Staples | 4.79% |
| 4 | Healthcare | 4.76% |
| 5 | Consumer Discretionary | 3.54% |
