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
$519M
AUM Growth
-$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$2.72M
3 +$2.72M
4
AVGO icon
Broadcom
AVGO
+$2.15M
5
SNPS icon
Synopsys
SNPS
+$1.89M

Top Sells

1 +$4.75M
2 +$3.79M
3 +$2.47M
4
AAPL icon
Apple
AAPL
+$2.27M
5
TECK icon
Teck Resources
TECK
+$1.62M

Sector Composition

1 Technology 25.39%
2 Financials 11.88%
3 Consumer Discretionary 10.48%
4 Industrials 7.62%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,244
202
-45,705