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
$153M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.35M
3
+$661K
4
AHL
ASPEN Insurance Holding Limited
AHL
+$478K
5
UPS icon
United Parcel Service
UPS
+$407K

Top Sells

1
+$1.53M
2
+$1.26M
3
+$1.19M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.16M
5
KEY icon
KeyCorp
KEY
+$858K

Sector Composition

1 Financials 17.4%
2 Healthcare 15.83%
3 Industrials 13.68%
4 Communication Services 8.61%
5 Technology 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-94,874
127
– –
-7,584
128
– –
-3,005
129
– –
0
2 3 4 5
6