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
$262M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.06M
3
+$710K
4
FDX icon
FedEx
FDX
+$553K
5
ALB icon
Albemarle
ALB
+$527K

Top Sells

1
+$3.12M
2
+$2.41M
3
+$1.64M
4
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$1.35M
5
BA icon
Boeing
BA
+$862K

Sector Composition

1 Financials 18.35%
2 Technology 12.04%
3 Communication Services 10.68%
4 Consumer Discretionary 8.79%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.04%
24,857
-762
27
$2.66M 1.01%
30,396
28
$2.63M 1%
62,980
+161
29
$2.3M 0.88%
+91,226
30
$2.27M 0.87%
21,986
-898
31
$2.23M 0.85%
16,009
+1,308
32
$2.23M 0.85%
31,870
+4,551
33
$2.2M 0.84%
23,516
+636
34
$2.12M 0.81%
7,996
+240
35
$2.08M 0.79%
7,103
-50
36
$1.98M 0.75%
22,417
+869
37
$1.93M 0.74%
40,228
+704
38
$1.92M 0.73%
35,029
+6
39
$1.84M 0.7%
14,036
-463
40
$1.75M 0.67%
21,920
-325
41
$1.74M 0.66%
30,657
+60
42
$1.73M 0.66%
35,216
-26
43
$1.73M 0.66%
42,068
-8,051
44
$1.7M 0.65%
11,750
-461
45
$1.57M 0.6%
15,599
+1,996
46
$1.56M 0.59%
53,983
+201
47
$1.5M 0.57%
1,096
+5
48
$1.36M 0.52%
995
+3
49
$1.35M 0.51%
9,005
+169
50
$1.31M 0.5%
27,343
+21
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2
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