We are live on ! Find out more
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
751
$2K ﹤0.01%
26
752
$2K ﹤0.01%
62
753
$2K ﹤0.01%
20
754
$2K ﹤0.01%
11
+4
755
$2K ﹤0.01%
9
756
$2K ﹤0.01%
158
757
$2K ﹤0.01%
+18
758
$2K ﹤0.01%
41
759
$2K ﹤0.01%
+21
760
$2K ﹤0.01%
7
761
$2K ﹤0.01%
+26
762
$1K ﹤0.01%
+4
763
$1K ﹤0.01%
13
764
$1K ﹤0.01%
10
765
$1K ﹤0.01%
4
+2
766
$1K ﹤0.01%
+1
767
$1K ﹤0.01%
+9
768
$1K ﹤0.01%
30
769
$1K ﹤0.01%
12
770
$1K ﹤0.01%
4
771
$1K ﹤0.01%
20
772
$1K ﹤0.01%
40
773
$1K ﹤0.01%
57
774
$1K ﹤0.01%
73
775
$1K ﹤0.01%
+10
29 30
31
32 33