SIA
Spruce Investment Advisors Portfolio holdings
AUM
$48.5M
This Quarter Return
-0.1%
1 Year Return
+19.92%
3 Year Return
+23.52%
5 Year Return
–
10 Year Return
–
AUM
$371M
AUM Growth
+$371M
(-4.7%)
Cap. Flow
-$16.8M
Cap. Flow
% of AUM
-4.52%
Top 10 Holdings %
Top 10 Hldgs %
65.43%
Holding
42
New
6
Increased
11
Reduced
15
Closed
5
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$21.5M |
| 2 |
Vanguard Energy ETF
VDE
|
$15.5M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$7.81M |
| 4 |
iShares MSCI South Korea ETF
EWY
|
$6.76M |
| 5 |
iShares MSCI Hong Kong ETF
EWH
|
$5.67M |
