SA

Strategic Advisors Portfolio holdings

AUM $620M
1-Year Est. Return 25.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$1.53M
3
+$1.26M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.19M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$849K

Top Sells

1
+$3.58M
2
+$2.61M
3
+$2.29M
4
NRK icon
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
+$2.19M
5
HSBC icon
HSBC
HSBC
+$2.15M

Sector Composition

1 Technology 17.31%
2 Financials 12.85%
3 Communication Services 11.79%
4 Consumer Discretionary 9.77%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
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