SIA
Soltis Investment Advisors Portfolio holdings
AUM $1.12B
AUM
$1.12B
AUM Growth
+$39.4M (+4%)
Cap. Flow
+$121M
Cap. Flow % of AUM
10.77%
Top 10 Holdings %Top 10 Hldgs %
31.02%
Holding
402
New
30
Increased
163
Reduced
142
Closed
36
Top Buys
| 1 | $24.9M | |
| 2 | $12.7M | |
| 3 | $12.5M | |
| 4 | $7.22M | |
| 5 | $7.06M |
Top Sells
| 1 | $7.68M | |
| 2 | $5.77M | |
| 3 | $4.73M | |
| 4 | $4.33M | |
| 5 | $4.01M |
Sector Composition
| 1 | Technology | 19.62% |
| 2 | Financials | 7.81% |
| 3 | Healthcare | 6.53% |
| 4 | Communication Services | 5.32% |
| 5 | Consumer Discretionary | 5.29% |