SIA
Stancorp Investment Advisers Portfolio holdings
AUM
$212M
This Quarter Return
+3.74%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
–
Cap. Flow
+$218M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.45%
Holding
711
New
711
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$9.35M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.68M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$5.35M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$5.01M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$4.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 7.43% |
| 2 | Healthcare | 6.29% |
| 3 | Consumer Staples | 5.39% |
| 4 | Financials | 5.15% |
| 5 | Technology | 4.85% |
