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SIS

Sound Income Strategies Portfolio holdings

AUM $2.07B
1-Year Est. Return 4.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
976
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$3.03M
3
+$1.78M
4
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.71M
5
FLG
Flagstar Bank National Association
FLG
+$1.62M

Top Sells

1
+$3.89M
2
+$2.06M
3
+$1.27M
4
GM icon
General Motors
GM
+$1.12M
5
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.12M

Sector Composition

1 Financials 28.08%
2 Real Estate 5.35%
3 Healthcare 4.84%
4 Consumer Discretionary 4.74%
5 Technology 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
286
402
$14K ﹤0.01%
404
-117
403
$14K ﹤0.01%
382
404
$14K ﹤0.01%
315
-20
405
$14K ﹤0.01%
1,024
406
$14K ﹤0.01%
3,319
+84
407
$14K ﹤0.01%
2,000
408
$14K ﹤0.01%
163
409
$14K ﹤0.01%
264
+48
410
$14K ﹤0.01%
1,065
-350
411
$14K ﹤0.01%
364
+94
412
$14K ﹤0.01%
560
413
$13K ﹤0.01%
683
414
$13K ﹤0.01%
891
+162
415
$13K ﹤0.01%
99
+5
416
$13K ﹤0.01%
430
+325
417
$13K ﹤0.01%
243
418
$13K ﹤0.01%
290
419
$13K ﹤0.01%
187
420
$13K ﹤0.01%
600
421
$13K ﹤0.01%
340
-221
422
$13K ﹤0.01%
497
-60
423
$13K ﹤0.01%
78
+53
424
$13K ﹤0.01%
224
-89
425
$13K ﹤0.01%
398
15 16
17
18 19