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
$231M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$908K
3 +$774K
4
BCS.PRD.CL
Barclays Bank Plc
BCS.PRD.CL
+$759K
5
BAC icon
Bank of America
BAC
+$735K

Top Sells

1 +$2.3M
2 +$1.72M
3 +$1.37M
4
SLB icon
SLB Ltd
SLB
+$627K
5
DIS icon
Walt Disney
DIS
+$592K

Sector Composition

1 Financials 18.87%
2 Healthcare 11.27%
3 Communication Services 10.49%
4 Industrials 9.83%
5 Technology 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-153,237