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SoundView Advisors Portfolio holdings
AUM
$281M
1-Year Est. Return
17.96%
This Fund
S&P 500
This Quarter
Est. Return
-0.54%
1 Year Est. Return
+17.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$243M
AUM Growth
–
Cap. Flow
+$246M
Cap. Flow
% of AUM
101.23%
Top 10 Holdings %
Top 10 Hldgs %
84.12%
Holding
33
New
33
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$52.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$29.4M |
| 3 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$26.6M |
| 4 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$25.5M |
| 5 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$23M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.84% |
| 2 | Consumer Staples | 2.24% |
| 3 | Communication Services | 1.58% |
| 4 | Consumer Discretionary | 0.36% |
| 5 | Healthcare | 0.33% |
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SoundView Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for SoundView Advisors, which disclosed 33 positions worth $243M. Its ten largest holdings account for 84% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 96,455 shares worth $52M.
By sector, the portfolio is most concentrated in Technology at 5.8% of assets, followed by Consumer Staples and Communication Services.
- SoundView Advisors's largest Q4 2024 buy was Vanguard S&P 500 ETF: 96,455 shares worth $52M.
- SoundView Advisors's ten largest holdings make up 84% of its $243M portfolio in Q4 2024.
- SoundView Advisors disclosed 33 positions in Q4 2024, its first 13F filing on record.
Based on SoundView Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.