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
$519M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$86.1M
2 +$61.5M
3 +$37.3M
4
MMSI icon
Merit Medical Systems
MMSI
+$25.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$21.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.24%
2 Healthcare 5.46%
3 Financials 4.93%
4 Technology 1.25%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$103K 0.02%
+16,572
152
$3K ﹤0.01%
+1,083