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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
$693M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.2M
3
+$11.1M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$11.1M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$10.8M

Top Sells

1
+$4.18M
2
+$4.01M
3
+$2.19M
4
MAIN icon
Main Street Capital
MAIN
+$2.14M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.72M

Sector Composition

1 Financials 31.19%
2 Consumer Discretionary 4.42%
3 Technology 4.14%
4 Real Estate 3.73%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
500
577
$6K ﹤0.01%
24
578
$6K ﹤0.01%
170
-206
579
$6K ﹤0.01%
239
-377
580
$6K ﹤0.01%
213
581
$6K ﹤0.01%
1,150
-800
582
$5K ﹤0.01%
40
583
$5K ﹤0.01%
32
584
$5K ﹤0.01%
105
585
$5K ﹤0.01%
467
586
$5K ﹤0.01%
104
-360
587
$5K ﹤0.01%
101
588
$5K ﹤0.01%
10
589
$5K ﹤0.01%
+31
590
$5K ﹤0.01%
1,000
591
$5K ﹤0.01%
100
592
$5K ﹤0.01%
156
-210
593
$5K ﹤0.01%
407
-229
594
$5K ﹤0.01%
50
595
$5K ﹤0.01%
+130
596
$5K ﹤0.01%
+42
597
$5K ﹤0.01%
64
598
$5K ﹤0.01%
660
599
$5K ﹤0.01%
100
600
$5K ﹤0.01%
+30
22 23
24
25 26