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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
$688M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.35M
3
+$3.22M
4
EIX icon
Edison International
EIX
+$2.85M
5
CAG icon
Conagra Brands
CAG
+$2.25M

Top Sells

1
+$12.1M
2
+$11M
3
+$7.53M
4
HPQ icon
HP
HPQ
+$5.99M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$5.88M

Sector Composition

1 Financials 29.99%
2 Healthcare 6.64%
3 Consumer Discretionary 5.31%
4 Real Estate 4.96%
5 Energy 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
14
802
$1K ﹤0.01%
16
803
$1K ﹤0.01%
33
-162
804
$1K ﹤0.01%
23
805
$1K ﹤0.01%
44
806
$1K ﹤0.01%
29
807
$1K ﹤0.01%
18
-32
808
$1K ﹤0.01%
2
809
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+43
810
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85
811
$1K ﹤0.01%
32
812
$1K ﹤0.01%
19
813
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5
814
$1K ﹤0.01%
50
815
$1K ﹤0.01%
18
816
$1K ﹤0.01%
+10
817
$1K ﹤0.01%
9
-3
818
$1K ﹤0.01%
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819
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39
820
$1K ﹤0.01%
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821
$1K ﹤0.01%
+18
822
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2
823
$1K ﹤0.01%
95
824
$1K ﹤0.01%
50
825
$1K ﹤0.01%
9
31 32
33
34 35