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
$451M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$880K
2 +$860K
3 +$645K
4
STLA icon
Stellantis
STLA
+$331K
5
JXN icon
Jackson Financial
JXN
+$330K

Top Sells

1 +$476K
2 +$445K
3 +$420K
4
LULU icon
lululemon athletica
LULU
+$349K
5
META icon
Meta Platforms (Facebook)
META
+$334K

Sector Composition

1 Technology 18.31%
2 Healthcare 14.08%
3 Consumer Discretionary 10.02%
4 Financials 7.76%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,860
202
-1,395
203
-1,150