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
$242M
AUM Growth
-$172K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.75M
3
+$1.45M
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.07M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$919K

Top Sells

1
+$2.31M
2
+$805K
3
+$550K
4
TSLA icon
Tesla
TSLA
+$387K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$338K

Sector Composition

1 Technology 4.53%
2 Consumer Staples 1.36%
3 Communication Services 1.26%
4 Healthcare 0.45%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$439K 0.18%
2,630
+152
27
$372K 0.15%
7,327
+27
28
$342K 0.14%
609
+1
29
$270K 0.11%
508
30
$250K 0.1%
+3,137
31
$241K 0.1%
10,320
32
$231K 0.1%
3,792
33
$225K 0.09%
+538
34
– –
-959
35
– –
-1,105
1
2