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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
701
$3K ﹤0.01%
25
702
$2K ﹤0.01%
32
-44
703
$2K ﹤0.01%
106
+3
704
$2K ﹤0.01%
44
705
$2K ﹤0.01%
24
706
$2K ﹤0.01%
29
707
$2K ﹤0.01%
+50
708
$2K ﹤0.01%
200
709
$2K ﹤0.01%
+90
710
$2K ﹤0.01%
50
711
$2K ﹤0.01%
4
+3
712
$2K ﹤0.01%
12
+3
713
$2K ﹤0.01%
39
714
$2K ﹤0.01%
95
715
$2K ﹤0.01%
21
716
$2K ﹤0.01%
54
717
$2K ﹤0.01%
+4
718
$2K ﹤0.01%
+35
719
$2K ﹤0.01%
70
720
$2K ﹤0.01%
66
721
$2K ﹤0.01%
27
722
$2K ﹤0.01%
36
723
$2K ﹤0.01%
10
-12
724
$2K ﹤0.01%
116
+51
725
$2K ﹤0.01%
109
27 28
29
30 31