SA
Strategic Advisors Portfolio holdings
AUM
$508M
This Quarter Return
-1.67%
1 Year Return
+22.1%
3 Year Return
+87.57%
5 Year Return
+152.03%
10 Year Return
+343.07%
AUM
$242M
AUM Growth
+$242M
(-1.2%)
Cap. Flow
+$3.27M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
33.86%
Holding
144
New
10
Increased
72
Reduced
40
Closed
13
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$2.4M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$908K |
| 3 |
Aflac
AFL
|
$863K |
| 4 |
Citigroup
C
|
$748K |
| 5 |
United Airlines
UAL
|
$709K |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$1.74M |
| 2 |
Consolidated Edison
ED
|
$1.61M |
| 3 |
Home Depot
HD
|
$1.25M |
| 4 |
EVV
Eaton Vance Limited Duration Income Fund
EVV
|
$1.25M |
| 5 |
Aegon
AEG
|
$1.19M |
Sector Composition
| 1 | Financials | 18.97% |
| 2 | Healthcare | 10.39% |
| 3 | Communication Services | 9.98% |
| 4 | Technology | 9.84% |
| 5 | Industrials | 9.23% |
