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
$156M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.93M
3
+$1.75M
4
MCD icon
McDonald's
MCD
+$1.47M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.39M

Top Sells

1
+$1.64M
2
+$1.56M
3
+$1.05M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.01M
5
JBLU icon
JetBlue
JBLU
+$994K

Sector Composition

1 Financials 17.89%
2 Energy 14.14%
3 Industrials 12.94%
4 Healthcare 11.7%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$385K 0.25%
3,497
-205
102
$385K 0.25%
22,304
+1,394
103
$372K 0.24%
+3,200
104
$365K 0.23%
5,913
-5,975
105
$343K 0.22%
4,723
+271
106
$333K 0.21%
+775
107
$332K 0.21%
+25,104
108
$325K 0.21%
3,786
-1,753
109
$310K 0.2%
3,531
+172
110
$308K 0.2%
4,000
111
$307K 0.2%
41,300
-36,507
112
$302K 0.19%
+8,312
113
$297K 0.19%
3,295
114
$291K 0.19%
13,400
-11,500
115
$289K 0.19%
+3,140
116
$287K 0.18%
+4,209
117
$284K 0.18%
+8,776
118
$282K 0.18%
3,357
-52
119
$263K 0.17%
+10,102
120
$255K 0.16%
+3,804
121
$255K 0.16%
+15,700
122
$234K 0.15%
6,644
-1,488
123
$231K 0.15%
+2,308
124
$226K 0.14%
9,390
-17
125
$225K 0.14%
+11,496
2 3 4
5
6