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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
451
$11K ﹤0.01%
494
452
$11K ﹤0.01%
64
+4
453
$11K ﹤0.01%
139
-25
454
$11K ﹤0.01%
800
-409
455
$11K ﹤0.01%
145
-40
456
$11K ﹤0.01%
133
+67
457
$11K ﹤0.01%
137
+15
458
$11K ﹤0.01%
645
459
$11K ﹤0.01%
339
-65
460
$11K ﹤0.01%
40
+1
461
$11K ﹤0.01%
75
-14
462
$11K ﹤0.01%
+206
463
$11K ﹤0.01%
+47
464
$11K ﹤0.01%
300
465
$11K ﹤0.01%
202
466
$11K ﹤0.01%
508
467
$11K ﹤0.01%
161
468
$10K ﹤0.01%
450
469
$10K ﹤0.01%
129
470
$10K ﹤0.01%
80
471
$10K ﹤0.01%
700
472
$10K ﹤0.01%
202
-59
473
$10K ﹤0.01%
81
474
$10K ﹤0.01%
+216
475
$10K ﹤0.01%
187
+135
17 18
19
20 21