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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
576
$6K ﹤0.01%
170
577
$6K ﹤0.01%
105
578
$6K ﹤0.01%
213
579
$6K ﹤0.01%
191
580
$6K ﹤0.01%
50
581
$6K ﹤0.01%
132
+32
582
$6K ﹤0.01%
110
-480
583
$5K ﹤0.01%
45
584
$5K ﹤0.01%
438
585
$5K ﹤0.01%
130
586
$5K ﹤0.01%
+97
587
$5K ﹤0.01%
121
+1
588
$5K ﹤0.01%
250
589
$5K ﹤0.01%
+88
590
$5K ﹤0.01%
382
591
$5K ﹤0.01%
90
592
$5K ﹤0.01%
37
+2
593
$5K ﹤0.01%
11
+2
594
$5K ﹤0.01%
288
595
$5K ﹤0.01%
214
596
$5K ﹤0.01%
76
+4
597
$5K ﹤0.01%
30
598
$5K ﹤0.01%
105
599
$5K ﹤0.01%
36
600
$5K ﹤0.01%
500
22 23
24
25 26