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
151
$479K 0.07%
+5,141
152
$468K 0.07%
1,812
-216
153
$457K 0.07%
5,246
+3
154
$439K 0.06%
+2,557
155
$418K 0.06%
6,803
-574
156
$415K 0.06%
4,829
-56
157
$413K 0.06%
20,250
158
$390K 0.06%
+270
159
$384K 0.05%
6,283
-1,327
160
$367K 0.05%
+4,304
161
$363K 0.05%
25,000
162
$339K 0.05%
7,174
+3
163
$329K 0.05%
+3,905
164
$309K 0.04%
4,568
165
$305K 0.04%
1,209
-10
166
$302K 0.04%
2,011
167
$300K 0.04%
+982
168
$293K 0.04%
1,376
-996
169
$275K 0.04%
4,023
+1
170
$273K 0.04%
5,700
171
$269K 0.04%
1,393
+12
172
$267K 0.04%
4,328
173
$265K 0.04%
4,891
+8
174
$263K 0.04%
2,190
+40
175
$252K 0.04%
4,449
5 6
7
8 9