SIA

Soltis Investment Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$646M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.13%
2 Technology 6.73%
3 Industrials 3.84%
4 Consumer Discretionary 3.75%
5 Healthcare 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-147,805
252
-9,782
253
-19,688