SA

Strategic Advisors Portfolio holdings

AUM $638M
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$5.28M
2 +$1.78M
3 +$1.71M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.39M
5
WFC icon
Wells Fargo
WFC
+$1.09M

Top Sells

1 +$3.58M
2 +$2.61M
3 +$2.37M
4
DAL icon
Delta Air Lines
DAL
+$2.29M
5
NRK icon
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
+$2.19M

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
in Stake
Capital Flow
176
-29,646
177
-1,975