SAS

SMI Advisory Services Portfolio holdings

AUM $529M
1-Year Est. Return 17.73%
This Quarter Est. Return
1 Year Est. Return
+17.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$34.1M
2 +$32.4M
3 +$22.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$274K 0.12%
+5,995