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
$385M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.73M
3
+$1.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.25M
5
EL icon
Estee Lauder
EL
+$1.19M

Top Sells

1
+$3.2M
2
+$1.92M
3
+$1.15M
4
HQY icon
HealthEquity
HQY
+$1.02M
5
TSLA icon
Tesla
TSLA
+$810K

Sector Composition

1 Technology 18.31%
2 Consumer Discretionary 11.92%
3 Financials 10.46%
4 Healthcare 9.26%
5 Communication Services 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.45%
+16,864
52
$1.7M 0.44%
5,912
+271
53
$1.7M 0.44%
37,000
54
$1.68M 0.44%
91,856
-3,256
55
$1.66M 0.43%
13,218
+4,390
56
$1.64M 0.43%
21,038
-1,915
57
$1.63M 0.42%
11,008
-23
58
$1.56M 0.41%
16,598
+2,272
59
$1.48M 0.39%
75,228
-1,666
60
$1.47M 0.38%
57,123
-1,509
61
$1.4M 0.36%
64,376
-4,299
62
$1.34M 0.35%
22,382
+502
63
$1.33M 0.35%
15,535
+369
64
$1.31M 0.34%
7,913
65
$1.31M 0.34%
4,482
+138
66
$1.29M 0.34%
4,321
-721
67
$1.27M 0.33%
8,549
+431
68
$1.25M 0.33%
+11,087
69
$1.2M 0.31%
5,478
-71
70
$1.19M 0.31%
+3,747
71
$1.19M 0.31%
6,000
72
$1.16M 0.3%
11,309
-200
73
$1.1M 0.29%
9,612
+807
74
$1.1M 0.29%
19,642
+457
75
$1.1M 0.29%
8,857
1 2
3
4 5