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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
$774M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$6.76M
3
+$6.66M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.65M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.54M

Top Sells

1
+$1.67M
2
+$1.59M
3
+$833K
4
NHI icon
National Health Investors
NHI
+$705K
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$579K

Sector Composition

1 Financials 28.76%
2 Consumer Discretionary 4.79%
3 Real Estate 4.1%
4 Healthcare 3.77%
5 Technology 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
4
727
$1K ﹤0.01%
+20
728
$1K ﹤0.01%
40
729
$1K ﹤0.01%
57
730
$1K ﹤0.01%
73
731
$1K ﹤0.01%
7
-7
732
$1K ﹤0.01%
18
733
$1K ﹤0.01%
20
734
$1K ﹤0.01%
200
735
$1K ﹤0.01%
+4
736
$1K ﹤0.01%
245
737
$1K ﹤0.01%
+30
738
$1K ﹤0.01%
15
-150
739
$1K ﹤0.01%
20
740
$1K ﹤0.01%
19
741
$1K ﹤0.01%
8
-212
742
$1K ﹤0.01%
8
743
$1K ﹤0.01%
8
744
$1K ﹤0.01%
2
745
$1K ﹤0.01%
27
746
$1K ﹤0.01%
2
-2
747
$1K ﹤0.01%
9
-9
748
$1K ﹤0.01%
11
749
$1K ﹤0.01%
8
750
$1K ﹤0.01%
18
-3
28 29
30
31 32