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
$703M
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.2M
3
+$9.1M
4
AMZN icon
Amazon
AMZN
+$8.94M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.07M

Top Sells

1
+$1.96M
2
+$1.78M
3
+$1.32M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$991K
5
BMY icon
Bristol-Myers Squibb
BMY
+$712K

Sector Composition

1 Technology 24.59%
2 Consumer Discretionary 12.41%
3 Healthcare 11.03%
4 Communication Services 8.85%
5 Financials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.01M 1%
118,426
+76,417
27
$6.98M 0.99%
18,246
+9,777
28
$6.89M 0.98%
175,544
-11,970
29
$6.6M 0.94%
84,052
+55,398
30
$6.21M 0.88%
24,436
-1,439
31
$6.01M 0.85%
64,643
+42,728
32
$5.95M 0.85%
17,571
+12,562
33
$5.95M 0.85%
49,741
+36,271
34
$5.83M 0.83%
30,912
+21,815
35
$5.75M 0.82%
25,542
+18,844
36
$5.73M 0.82%
97,112
+46,029
37
$5.55M 0.79%
8,319
+1,057
38
$5.55M 0.79%
39,413
+7,165
39
$5.54M 0.79%
36,369
+29,936
40
$5.47M 0.78%
139,936
+93,254
41
$5.25M 0.75%
31,504
+18,283
42
$5.03M 0.72%
32,475
+10,630
43
$4.88M 0.69%
47,269
+23,385
44
$4.83M 0.69%
22,535
+286
45
$4.55M 0.65%
15,231
-226
46
$4.5M 0.64%
51,460
+20,799
47
$4.31M 0.61%
8,590
+335
48
$3.64M 0.52%
+9,550
49
$3.36M 0.48%
64,713
-3,226
50
$3.18M 0.45%
59,127
+25,470
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