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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
751
$1K ﹤0.01%
13
752
$1K ﹤0.01%
5
753
$1K ﹤0.01%
110
754
$1K ﹤0.01%
6
755
$1K ﹤0.01%
8
756
$1K ﹤0.01%
6
757
$1K ﹤0.01%
65
758
$1K ﹤0.01%
20
759
$1K ﹤0.01%
5
760
$1K ﹤0.01%
10
761
$1K ﹤0.01%
6
762
$1K ﹤0.01%
4
763
$1K ﹤0.01%
59
764
$1K ﹤0.01%
50
765
$1K ﹤0.01%
15
766
$1K ﹤0.01%
74
767
$1K ﹤0.01%
9
768
$1K ﹤0.01%
8
769
$1K ﹤0.01%
61
770
$1K ﹤0.01%
140
771
$1K ﹤0.01%
227
772
$1K ﹤0.01%
1
773
$1K ﹤0.01%
6
774
$1K ﹤0.01%
100
-5
775
$1K ﹤0.01%
350
29 30
31
32 33