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
51
$3M 0.43%
29,049
-8
52
$2.94M 0.42%
50,214
+3,959
53
$2.88M 0.41%
155,071
+25,300
54
$2.85M 0.41%
17,135
-445
55
$2.83M 0.4%
13,818
+1,018
56
$2.78M 0.4%
11,898
+4,847
57
$2.76M 0.39%
7,675
+2
58
$2.73M 0.39%
8,598
-143
59
$2.7M 0.38%
10,586
-824
60
$2.69M 0.38%
45,876
-797
61
$2.53M 0.36%
9,890
+7,148
62
$2.5M 0.36%
4,407
-118
63
$2.48M 0.35%
17,266
-595
64
$2.46M 0.35%
9,317
+1,558
65
$2.45M 0.35%
27,519
+22,738
66
$2.44M 0.35%
14,140
+4,154
67
$2.44M 0.35%
9,679
+2,400
68
$2.42M 0.34%
20,716
+444
69
$2.34M 0.33%
128,494
+65,810
70
$2.31M 0.33%
+6,429
71
$2.29M 0.33%
51,473
-18
72
$2.26M 0.32%
14,019
+4,959
73
$2.23M 0.32%
10,807
+2,769
74
$2.21M 0.32%
19,226
-516
75
$2.14M 0.3%
18,720
-1,009
1 2
3
4 5