SA

SoundView Advisors Portfolio holdings

AUM $292M
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$28M
3
+$26.5M
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$25.5M
5
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$23M

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 Change
in Stake 		Capital Flow
26
$387K 0.16%
+959
27
$370K 0.15%
+7,300
28
$358K 0.15%
+2,478
29
$357K 0.15%
+608
30
$240K 0.1%
+10,320
31
$230K 0.09%
+508
32
$214K 0.09%
+3,792
33
$209K 0.09%
+1,105
1
2