SIA

Spruce Investment Advisors Portfolio holdings

AUM $48.5M
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$14.3M
3
+$8.25M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$7.31M
5
VDE icon
Vanguard Energy ETF
VDE
+$5.38M

Top Sells

1
+$16.8M
2
+$13.6M
3
+$8.01M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.18M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.24M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.3%
20,735
+5,667
27
$1.1M 0.28%
+24,216
28
$999K 0.26%
11,979
+3,551
29
$990K 0.25%
22,035
30
$819K 0.21%
+28,060
31
$620K 0.16%
7,996
-29,432
32
$584K 0.15%
6,932
33
$544K 0.14%
11,159
-408
34
$497K 0.13%
4,372
35
$317K 0.08%
3,006
-249
36
$225K 0.06%
2,649
-2,071
1
2