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
776
$1K ﹤0.01%
20
777
$1K ﹤0.01%
200
778
$1K ﹤0.01%
+29
779
$1K ﹤0.01%
+13
780
$1K ﹤0.01%
245
781
$1K ﹤0.01%
+29
782
$1K ﹤0.01%
10
-24
783
$1K ﹤0.01%
19
784
$1K ﹤0.01%
8
+3
785
$1K ﹤0.01%
+2
786
$1K ﹤0.01%
2
787
$1K ﹤0.01%
16
-16
788
$1K ﹤0.01%
3
789
$1K ﹤0.01%
20
790
$1K ﹤0.01%
40
791
$1K ﹤0.01%
220
792
$1K ﹤0.01%
36
793
$1K ﹤0.01%
65
794
$1K ﹤0.01%
+4
795
$1K ﹤0.01%
+9
796
$1K ﹤0.01%
+5
797
$1K ﹤0.01%
50
798
$1K ﹤0.01%
20
799
$1K ﹤0.01%
15
800
$1K ﹤0.01%
19
30 31
32
33 34