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SA
Strategic Advocates Portfolio holdings
AUM
$22.6M
1-Year Est. Return
26.98%
This Fund
S&P 500
1 Year Est. Return
+26.98%
AUM
$384M
AUM Growth
+$47.2M
(+14%)
Holding
613
Top Buys
| 1 | +$1.37M | |
| 2 | +$1.27M | |
| 3 | +$1.21M | |
| 4 |
Invesco S&P 500 Pure Value ETF
RPV
|
+$1.17M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.13M |
Top Sells
| 1 | +$1.25M | |
| 2 | +$511K | |
| 3 | +$474K | |
| 4 |
AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
|
+$470K |
| 5 |
KIO
KKR Income Opportunities Fund
KIO
|
+$456K |
Sector Composition
| 1 | Technology | 19.12% |
| 2 | Communication Services | 4.32% |
| 3 | Consumer Discretionary | 3.26% |
| 4 | Industrials | 3.07% |
| 5 | Financials | 2.83% |