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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
551
$7K ﹤0.01%
24
552
$7K ﹤0.01%
255
553
$6K ﹤0.01%
66
554
$6K ﹤0.01%
119
+18
555
$6K ﹤0.01%
57
556
$6K ﹤0.01%
294
557
$6K ﹤0.01%
191
+47
558
$6K ﹤0.01%
236
559
$6K ﹤0.01%
51
+9
560
$6K ﹤0.01%
180
561
$6K ﹤0.01%
51
562
$6K ﹤0.01%
57
563
$6K ﹤0.01%
217
+202
564
$6K ﹤0.01%
451
565
$6K ﹤0.01%
352
-352
566
$6K ﹤0.01%
+60
567
$6K ﹤0.01%
+56
568
$6K ﹤0.01%
1,064
569
$6K ﹤0.01%
35
+9
570
$6K ﹤0.01%
53
571
$6K ﹤0.01%
90
-50
572
$6K ﹤0.01%
+65
573
$6K ﹤0.01%
158
574
$6K ﹤0.01%
365
+174
575
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0
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