SIA

Sovereign Investment Advisors Portfolio holdings

AUM $472M
1-Year Est. Return 9.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$3.69M
2 +$1.76M

Sector Composition

1 Energy 17.19%
2 Technology 1.01%
3 Industrials 0.68%
4 Utilities 0.52%
5 Financials 0.49%