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
101
$1.24M 0.18%
31,651
+24,973
102
$1.22M 0.17%
11,309
103
$1.21M 0.17%
+8,448
104
$1.19M 0.17%
4,594
+84
105
$1.18M 0.17%
6,000
106
$1.18M 0.17%
7,913
107
$1.16M 0.17%
11,221
+9,333
108
$1.15M 0.16%
5,509
-177
109
$1.14M 0.16%
8,858
110
$1.13M 0.16%
1,740
+156
111
$1.06M 0.15%
21,948
-498
112
$1.05M 0.15%
14,476
-963
113
$1.04M 0.15%
58,457
+20,661
114
$994K 0.14%
19,315
-918
115
$991K 0.14%
4,908
116
$985K 0.14%
2,149
+7
117
$914K 0.13%
10,110
-512
118
$907K 0.13%
1,956
+1
119
$898K 0.13%
4,764
-74
120
$872K 0.12%
4,769
+258
121
$870K 0.12%
+21,148
122
$831K 0.12%
3,101
-121
123
$816K 0.12%
4,993
-92
124
$807K 0.11%
38,141
-4,392
125
$786K 0.11%
3,904
+108
3 4
5
6 7