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

Top Buys

1
+$3.69M
2
+$1.51M
3
+$1.3M
4
WBA
Walgreens Boots Alliance
WBA
+$964K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$877K

Top Sells

1
+$3.05M
2
+$1.2M
3
+$747K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$691K
5
MSFT icon
Microsoft
MSFT
+$653K

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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