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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
$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
801
$1K ﹤0.01%
+3
802
$1K ﹤0.01%
8
-149
803
$1K ﹤0.01%
2
804
$1K ﹤0.01%
27
805
$1K ﹤0.01%
14
806
$1K ﹤0.01%
+18
807
$1K ﹤0.01%
15
808
$1K ﹤0.01%
+10
809
$1K ﹤0.01%
23
810
$1K ﹤0.01%
7
811
$1K ﹤0.01%
2
812
$1K ﹤0.01%
+1
813
$1K ﹤0.01%
85
814
$1K ﹤0.01%
+18
815
$1K ﹤0.01%
+32
816
$1K ﹤0.01%
5
817
$1K ﹤0.01%
+10
818
$1K ﹤0.01%
+4
819
$1K ﹤0.01%
23
820
$1K ﹤0.01%
2
821
$1K ﹤0.01%
51
+11
822
$1K ﹤0.01%
9
823
$1K ﹤0.01%
+2
824
$1K ﹤0.01%
8
825
$1K ﹤0.01%
13
31 32
33
34 35