SA
Strategic Advocates Portfolio holdings
AUM
$337M
This Quarter Return
-4.08%
1 Year Return
+27.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$212M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.34%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$17M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$13.2M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12.3M |
| 4 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
$10.7M |
| 5 |
Apple
AAPL
|
$10.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.12% |
| 2 | Consumer Discretionary | 4.56% |
| 3 | Communication Services | 3.32% |
| 4 | Financials | 3.05% |
| 5 | Industrials | 2.77% |
