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SIS
Sound Income Strategies Portfolio holdings
AUM
$2.07B
1-Year Est. Return
4.34%
This Fund
S&P 500
1 Year Est. Return
+4.34%
AUM
$205M
AUM Growth
+$33.1M
(+19%)
Holding
937
Top Buys
| 1 | +$2.73M | |
| 2 | +$1.91M | |
| 3 | +$1.63M | |
| 4 |
Golub Capital BDC
GBDC
|
+$1.62M |
| 5 |
iShares JPMorgan EM High Yield Bond ETF
EMHY
|
+$1.6M |
Top Sells
| 1 | +$411K | |
| 2 | +$320K | |
| 3 | +$219K | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$61.6K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$61.1K |
Sector Composition
| 1 | Financials | 43.79% |
| 2 | Technology | 3.67% |
| 3 | Healthcare | 2.67% |
| 4 | Energy | 1.65% |
| 5 | Consumer Discretionary | 1.64% |