SA
SoundView Advisors Portfolio holdings
AUM
$271M
This Quarter Return
-0.54%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$243M
AUM Growth
–
Cap. Flow
+$243M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.12%
Holding
33
New
33
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.84% |
| 2 | Consumer Staples | 2.24% |
| 3 | Communication Services | 1.58% |
| 4 | Consumer Discretionary | 0.36% |
| 5 | Healthcare | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.08T
| $387K | 0.16% |
+959
| New | +$387K |
|
27
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
| $370K | 0.15% |
+7,300
| New | +$370K |
|
28
Chevron
CVX
$324B
| $358K | 0.15% |
+2,478
| New | +$358K |
|
29
iShares Core S&P 500 ETF
IVV
$662B
| $357K | 0.15% |
+608
| New | +$357K |
|
30
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.92B
| $240K | 0.1% |
+10,320
| New | +$240K |
|
31
Berkshire Hathaway Class B
BRK.B
$1.09T
| $230K | 0.09% |
+508
| New | +$230K |
|
32
Bristol-Myers Squibb
BMY
$96B
| $214K | 0.09% |
+3,792
| New | +$214K |
|
33
Alphabet (Google) Class A
GOOGL
$2.57T
| $209K | 0.09% |
+1,105
| New | +$209K |
|