We are live on ! Find out more
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
501
$9K ﹤0.01%
85
-165
502
$9K ﹤0.01%
313
503
$8K ﹤0.01%
434
504
$8K ﹤0.01%
100
505
$8K ﹤0.01%
84
506
$8K ﹤0.01%
210
+10
507
$8K ﹤0.01%
66
508
$8K ﹤0.01%
925
509
$8K ﹤0.01%
182
510
$8K ﹤0.01%
127
-331
511
$8K ﹤0.01%
69
+5
512
$8K ﹤0.01%
309
+2
513
$8K ﹤0.01%
50
-50
514
$8K ﹤0.01%
193
+63
515
$8K ﹤0.01%
69
516
$8K ﹤0.01%
21
517
$8K ﹤0.01%
150
+12
518
$8K ﹤0.01%
50
519
$8K ﹤0.01%
200
520
$8K ﹤0.01%
1,501
521
$8K ﹤0.01%
500
522
$8K ﹤0.01%
132
+1
523
$8K ﹤0.01%
+141
524
$8K ﹤0.01%
1,907
525
$8K ﹤0.01%
186
19 20
21
22 23