SIA

Sovereign Investment Advisors Portfolio holdings

AUM $367M
1-Year Est. Return 7.83%
This Quarter Est. Return
1 Year Est. Return
+7.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$5.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$2.12M
2 +$1.29M
3 +$1.05M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$741K

Sector Composition

1 Energy 18.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.24M 0.48%
25,039
+241
27
$777K 0.3%
8,931
+42
28
$417K 0.16%
5,430
-27,618
29
$296K 0.12%
4,874
30
-11,730