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
201
-1,965
202
-51,189