SA

Strategic Advisors Portfolio holdings

AUM $620M
1-Year Est. Return 25.24%
This Quarter Est. Return
1 Year Est. Return
+25.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
-$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$908K
3
+$748K
4
UAL icon
United Airlines
UAL
+$709K
5
AAPL icon
Apple
AAPL
+$692K

Top Sells

1
+$1.74M
2
+$1.61M
3
+$1.25M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$1.25M
5
AEG icon
Aegon
AEG
+$1.19M

Sector Composition

1 Financials 18.97%
2 Healthcare 10.39%
3 Communication Services 9.98%
4 Technology 9.84%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.18%
36,935
+532
27
$2.78M 1.15%
82,660
-1,179
28
$2.68M 1.11%
62,451
+720
29
$2.55M 1.06%
92,978
+6,256
30
$2.51M 1.04%
26,211
-476
31
$2.44M 1.01%
30,832
-1,349
32
$2.36M 0.98%
12,839
-61
33
$2.34M 0.97%
81,554
+31,640
34
$2.26M 0.94%
43,454
-1,664
35
$2.21M 0.92%
31,882
+10,200
36
$2.05M 0.85%
32,448
-1,612
37
$1.78M 0.74%
34,286
+1,057
38
$1.74M 0.72%
39,824
-376
39
$1.71M 0.71%
32,585
-1,834
40
$1.68M 0.69%
47,907
+17,564
41
$1.65M 0.68%
7,975
+227
42
$1.63M 0.67%
63,523
-1,148
43
$1.63M 0.67%
28,659
-224
44
$1.62M 0.67%
6,428
+93
45
$1.6M 0.66%
30,701
+125
46
$1.6M 0.66%
78,650
47
$1.55M 0.64%
33,036
+946
48
$1.54M 0.64%
63,018
+256
49
$1.52M 0.63%
14,689
+1,513
50
$1.5M 0.62%
23,996
-676
1
2
3 4 5