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SA

Strategic Advocates Portfolio holdings

AUM $22.6M
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$2.31M
3
+$2.25M
4
BSX icon
Boston Scientific
BSX
+$2M
5
PGR icon
Progressive
PGR
+$2M

Top Sells

1
+$5.01M
2
+$2.76M
3
+$2.34M
4
SNPS icon
Synopsys
SNPS
+$1.98M
5
KLAC icon
KLA
KLAC
+$1.72M

Sector Composition

1 Technology 15.41%
2 Communication Services 3.87%
3 Consumer Discretionary 3.49%
4 Industrials 2.48%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-22,414
127
– –
-5,294
128
– –
-10,208
129
– –
-662
130
– –
-2,729
131
– –
-29,594
132
– –
-18,087
2 3 4 5
6