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
601
$5K ﹤0.01%
+43
602
$5K ﹤0.01%
40
603
$5K ﹤0.01%
28
604
$5K ﹤0.01%
68
605
$5K ﹤0.01%
48
+42
606
$5K ﹤0.01%
239
607
$5K ﹤0.01%
54
608
$4K ﹤0.01%
24
+3
609
$4K ﹤0.01%
400
610
$4K ﹤0.01%
100
611
$4K ﹤0.01%
18
612
$4K ﹤0.01%
36
613
$4K ﹤0.01%
127
614
$4K ﹤0.01%
210
615
$4K ﹤0.01%
28
616
$4K ﹤0.01%
60
617
$4K ﹤0.01%
148
618
$4K ﹤0.01%
173
619
$4K ﹤0.01%
89
620
$4K ﹤0.01%
65
+20
621
$4K ﹤0.01%
660
622
$4K ﹤0.01%
34
623
$4K ﹤0.01%
170
-1,000
624
$4K ﹤0.01%
200
625
$4K ﹤0.01%
50
23 24
25
26 27