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
$268M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.26M
3
+$1.25M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01M

Top Sells

1
+$5.63M
2
+$2.7M
3
+$2.61M
4
CSCO icon
Cisco
CSCO
+$2.5M
5
IP icon
International Paper
IP
+$1.36M

Sector Composition

1 Technology 19.07%
2 Financials 12.03%
3 Consumer Discretionary 11.53%
4 Communication Services 11.04%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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