SIA
Spruce Investment Advisors Portfolio holdings
AUM
$48.5M
This Quarter Return
+4.96%
1 Year Return
+19.92%
3 Year Return
+23.52%
5 Year Return
–
10 Year Return
–
AUM
$86.7M
AUM Growth
+$86.7M
(-33%)
Cap. Flow
-$47.7M
Cap. Flow
% of AUM
-55.01%
Top 10 Holdings %
Top 10 Hldgs %
55.91%
Holding
47
New
8
Increased
17
Reduced
18
Closed
1
Top Buys
| 1 |
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
|
$4.15M |
| 2 |
iShares MSCI BIC ETF
BKF
|
$3.06M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.52M |
| 4 |
iShares International Select Dividend ETF
IDV
|
$2.39M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.75M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$25M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$19.1M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$6.07M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$5.22M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$4.68M |
