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
$159M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M

Top Sells

1
+$4.48M
2
+$2.98M
3
+$2.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.58M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.56M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-19,278
27
– –
-2,652
28
– –
-11,159
29
– –
-7,322
1
2