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
$525M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$1.46M
3
+$1.44M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$888K
5
TSLA icon
Tesla
TSLA
+$862K

Top Sells

1
+$3.22M
2
+$1.2M
3
+$820K
4
NVDA icon
NVIDIA
NVDA
+$811K
5
MSFT icon
Microsoft
MSFT
+$709K

Sector Composition

1 Technology 23.01%
2 Healthcare 11.3%
3 Consumer Discretionary 9.77%
4 Financials 7.82%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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204
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207
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208
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210
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211
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212
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213
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5 6 7 8
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