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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
651
$3K ﹤0.01%
20
652
$3K ﹤0.01%
200
653
$3K ﹤0.01%
224
654
$3K ﹤0.01%
52
+17
655
$3K ﹤0.01%
33
+17
656
$3K ﹤0.01%
25
657
$3K ﹤0.01%
70
658
$3K ﹤0.01%
+18
659
$3K ﹤0.01%
27
660
$3K ﹤0.01%
83
661
$3K ﹤0.01%
156
662
$3K ﹤0.01%
112
663
$3K ﹤0.01%
25
664
$3K ﹤0.01%
104
665
$3K ﹤0.01%
30
666
$3K ﹤0.01%
430
-360
667
$3K ﹤0.01%
635
668
$3K ﹤0.01%
24
669
$3K ﹤0.01%
34
670
$3K ﹤0.01%
86
+38
671
$3K ﹤0.01%
150
672
$3K ﹤0.01%
7
+2
673
$3K ﹤0.01%
40
674
$3K ﹤0.01%
130
675
$3K ﹤0.01%
29
25 26
27
28 29