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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
$688M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.35M
3
+$3.22M
4
EIX icon
Edison International
EIX
+$2.85M
5
CAG icon
Conagra Brands
CAG
+$2.25M

Top Sells

1
+$12.1M
2
+$11M
3
+$7.53M
4
HPQ icon
HP
HPQ
+$5.99M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$5.88M

Sector Composition

1 Financials 29.99%
2 Healthcare 6.64%
3 Consumer Discretionary 5.31%
4 Real Estate 4.96%
5 Energy 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
250
727
$2K ﹤0.01%
54
728
$2K ﹤0.01%
23
+14
729
$2K ﹤0.01%
90
730
$2K ﹤0.01%
27
-37
731
$2K ﹤0.01%
33
732
$2K ﹤0.01%
50
733
$2K ﹤0.01%
10
-8
734
$2K ﹤0.01%
18
735
$2K ﹤0.01%
85
736
$2K ﹤0.01%
+9
737
$2K ﹤0.01%
7
738
$2K ﹤0.01%
32
-38
739
$2K ﹤0.01%
126
-2
740
$2K ﹤0.01%
52
+4
741
$2K ﹤0.01%
53
742
$2K ﹤0.01%
34
+6
743
$2K ﹤0.01%
+18
744
$2K ﹤0.01%
31
745
$2K ﹤0.01%
32
746
$2K ﹤0.01%
33
+31
747
$2K ﹤0.01%
94
748
$2K ﹤0.01%
+51
749
$2K ﹤0.01%
20
750
$2K ﹤0.01%
52
28 29
30
31 32