SIA
Strategic Investment Advisors Portfolio holdings
AUM
$1.03B
1-Year Est. Return
14.63%
1 Year Est. Return
+14.63%
AUM
$1.03B
AUM Growth
+$84.9M
(+9%)
Holding
254
Top Buys
| 1 | +$37.7M | |
| 2 | +$14.3M | |
| 3 | +$5.46M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.91M |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
+$3.26M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$14M | |
| 3 | +$13.7M | |
| 4 |
Amazon
AMZN
|
+$2.2M |
| 5 |
Apple
AAPL
|
+$2.18M |
Sector Composition
| 1 | Technology | 7.54% |
| 2 | Communication Services | 3.49% |
| 3 | Financials | 3.1% |
| 4 | Consumer Discretionary | 1.74% |
| 5 | Consumer Staples | 1.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Texas Instruments
TXN
$153B
| – | – |
-4,665
|
|
||
252
Energy Select Sector SPDR Fund
XLE
$26.4B
| – | – |
-4,337
|
|
||
253
Technology Select Sector SPDR Fund
XLK
$98.8B
| – | – |
-1,760
|
|
||
|
CERY
254
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$677M
| – | – |
-8,358
|
|