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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
876
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877
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-250
878
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-46
879
$0 ﹤0.01%
+4
880
$0 ﹤0.01%
+1
881
– –
-500
882
$0 ﹤0.01%
+7
883
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-100
884
$0 ﹤0.01%
+20
885
– –
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886
$0 ﹤0.01%
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887
$0 ﹤0.01%
15
888
$0 ﹤0.01%
+3
889
– –
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890
– –
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891
$0 ﹤0.01%
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892
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+1
893
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894
$0 ﹤0.01%
1
895
$0 ﹤0.01%
18
896
$0 ﹤0.01%
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897
$0 ﹤0.01%
+4
898
$0 ﹤0.01%
4
899
– –
-3
900
$0 ﹤0.01%
+24
34 35
36
37 38