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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
726
$2K ﹤0.01%
+7
727
$2K ﹤0.01%
12
-588
728
$2K ﹤0.01%
10
729
$2K ﹤0.01%
8
+2
730
$2K ﹤0.01%
15
731
$2K ﹤0.01%
53
732
$2K ﹤0.01%
140
733
$2K ﹤0.01%
227
734
$2K ﹤0.01%
31
735
$2K ﹤0.01%
49
736
$2K ﹤0.01%
94
737
$2K ﹤0.01%
50
738
$2K ﹤0.01%
52
739
$2K ﹤0.01%
+35
740
$2K ﹤0.01%
+32
741
$2K ﹤0.01%
43
742
$2K ﹤0.01%
+28
743
$2K ﹤0.01%
+16
744
$2K ﹤0.01%
60
745
$2K ﹤0.01%
+28
746
$2K ﹤0.01%
28
747
$2K ﹤0.01%
1,265
748
$2K ﹤0.01%
+59
749
$2K ﹤0.01%
4
750
$2K ﹤0.01%
13
28 29
30
31 32