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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
776
$1K ﹤0.01%
22
-31
777
$1K ﹤0.01%
12
778
$1K ﹤0.01%
+49
779
$1K ﹤0.01%
145
780
$1K ﹤0.01%
7
781
$1K ﹤0.01%
22
782
$1K ﹤0.01%
100
783
$1K ﹤0.01%
54
784
$1K ﹤0.01%
599
785
$1K ﹤0.01%
+10
786
$1K ﹤0.01%
50
787
$1K ﹤0.01%
2
788
$1K ﹤0.01%
24
789
$1K ﹤0.01%
24
790
$1K ﹤0.01%
30
791
$1K ﹤0.01%
19
792
$1K ﹤0.01%
5
793
$1K ﹤0.01%
3
794
$1K ﹤0.01%
20
795
$1K ﹤0.01%
40
-320
796
$1K ﹤0.01%
29
797
$1K ﹤0.01%
220
798
$1K ﹤0.01%
36
799
$1K ﹤0.01%
65
800
$1K ﹤0.01%
50
30 31
32
33 34