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
76
$1.93M 0.28%
+6,878
77
$1.92M 0.27%
11,060
-51
78
$1.91M 0.27%
24,623
-700
79
$1.91M 0.27%
+45,989
80
$1.86M 0.26%
23,047
-746
81
$1.8M 0.26%
5,934
-152
82
$1.8M 0.26%
12,787
-580
83
$1.73M 0.25%
42,269
-11,849
84
$1.71M 0.24%
36,250
-500
85
$1.54M 0.22%
+11,524
86
$1.54M 0.22%
75,112
-7,240
87
$1.5M 0.21%
10,845
+840
88
$1.5M 0.21%
14,228
-3,625
89
$1.5M 0.21%
4,042
+119
90
$1.49M 0.21%
19,387
-1,174
91
$1.49M 0.21%
51,681
-4,594
92
$1.46M 0.21%
23,400
+1,017
93
$1.45M 0.21%
3,706
+725
94
$1.45M 0.21%
+6,466
95
$1.42M 0.2%
36,418
-1,805
96
$1.35M 0.19%
2,242
+1,785
97
$1.34M 0.19%
21,871
-16,193
98
$1.33M 0.19%
68,576
-2,606
99
$1.3M 0.19%
9,020
100
$1.27M 0.18%
4,360
+97
2 3
4
5 6