SIA
Spruce Investment Advisors Portfolio holdings
AUM
$48.5M
This Quarter Return
+0.62%
1 Year Return
+19.92%
3 Year Return
+23.52%
5 Year Return
–
10 Year Return
–
AUM
$81.7M
AUM Growth
–
Cap. Flow
+$81.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.79%
Holding
19
New
19
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$29.3M |
| 2 |
Vanguard Total Bond Market
BND
|
$16.6M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$14.9M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$9.02M |
| 5 |
US Commodity Index
USCI
|
$2.03M |
Top Sells
No sells this quarter
