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
126
$784K 0.11%
3,248
-146
127
$782K 0.11%
37,655
+9,839
128
$706K 0.1%
10,728
-1,152
129
$680K 0.1%
15,536
-500
130
$674K 0.1%
2,715
+515
131
$669K 0.1%
5,861
-109
132
$660K 0.09%
11,906
133
$658K 0.09%
+441
134
$657K 0.09%
36,085
-2,295
135
$650K 0.09%
45,661
-2,000
136
$645K 0.09%
12,826
-3,351
137
$612K 0.09%
14,856
-22
138
$610K 0.09%
+4,463
139
$608K 0.09%
1,713
-575
140
$601K 0.09%
13,422
-799
141
$577K 0.08%
10,861
-1,741
142
$565K 0.08%
25,761
+77
143
$564K 0.08%
8,490
+2,310
144
$531K 0.08%
36,320
145
$524K 0.07%
1,489
146
$509K 0.07%
3,256
+16
147
$493K 0.07%
8,782
+11
148
$490K 0.07%
11,300
149
$484K 0.07%
24,938
-24,938
150
$483K 0.07%
852
+377
4 5
6
7 8