SA

SoundView Advisors Portfolio holdings

AUM $281M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$369M
2
+$324M
3
+$174M
4
XHYC
BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF
XHYC
+$20M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.6M

Top Sells

1
+$29.6M
2
+$27.3M
3
+$25.7M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$19.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.8M

Sector Composition

1 Technology 5.26%
2 Communication Services 1.46%
3 Consumer Staples 0.9%
4 Consumer Discretionary 0.49%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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38
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40
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41
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-510,955
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