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
51
$1.28M 0.49%
12,359
+31
52
$1.25M 0.48%
26,367
-5,345
53
$1.24M 0.47%
49,040
+826
54
$1.21M 0.46%
7,120
+98
55
$1.18M 0.45%
4,851
+65
56
$1.18M 0.45%
22,504
57
$1.13M 0.43%
13,179
+1,667
58
$1.1M 0.42%
6,325
+500
59
$1.1M 0.42%
41,250
+970
60
$1.1M 0.42%
6,765
+1,163
61
$1.09M 0.42%
31,335
+13,776
62
$1.08M 0.41%
47,451
+56
63
$1.05M 0.4%
2,893
-2,371
64
$1.05M 0.4%
8,514
+222
65
$1.04M 0.4%
56,350
66
$1.02M 0.39%
37,286
+762
67
$943K 0.36%
12,096
+173
68
$887K 0.34%
19,568
-2,112
69
$846K 0.32%
18,194
-8,424
70
$845K 0.32%
29,124
+761
71
$811K 0.31%
197,640
+65,200
72
$785K 0.3%
5,178
+246
73
$780K 0.3%
38,530
-18,850
74
$747K 0.28%
13,350
+61
75
$737K 0.28%
15,577
-1,127
1 2
3
4 5