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
$494M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.93M
3
+$1.95M
4
CSCO icon
Cisco
CSCO
+$1.5M
5
MDT icon
Medtronic
MDT
+$1.24M

Top Sells

1
+$1.86M
2
+$1.84M
3
+$1.48M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.39M
5
AAPL icon
Apple
AAPL
+$1.25M

Sector Composition

1 Technology 20.8%
2 Healthcare 12.23%
3 Consumer Discretionary 8.73%
4 Financials 7.89%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.47%
62,727
-3,385
52
$2.2M 0.45%
29,482
-6,307
53
$2.2M 0.44%
50,745
+16
54
$2.09M 0.42%
6,233
-793
55
$2.02M 0.41%
15,584
+472
56
$1.96M 0.4%
3,941
-245
57
$1.95M 0.4%
+7,726
58
$1.84M 0.37%
45,989
59
$1.8M 0.36%
24,191
-349
60
$1.69M 0.34%
43,499
-1,253
61
$1.69M 0.34%
10,717
-887
62
$1.68M 0.34%
15,778
-747
63
$1.67M 0.34%
28,831
-147
64
$1.64M 0.33%
57,809
+5,555
65
$1.55M 0.31%
22,736
+8,360
66
$1.54M 0.31%
11,239
+1,558
67
$1.52M 0.31%
37,680
+36
68
$1.5M 0.3%
+28,778
69
$1.49M 0.3%
8,127
-246
70
$1.48M 0.3%
16,897
+6
71
$1.45M 0.29%
81,300
+48,000
72
$1.42M 0.29%
9,376
-22
73
$1.39M 0.28%
9,032
+60
74
$1.33M 0.27%
5,400
-816
75
$1.33M 0.27%
18,492
-1,506
1 2
3
4 5