SIA

Strategic Investment Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 17.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$721M
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$40.6M
2 +$31.5M
3 +$30.1M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$27.9M
5
VTV icon
Vanguard Value ETF
VTV
+$26.9M

Sector Composition

1 Technology 8.13%
2 Healthcare 4.38%
3 Communication Services 2.45%
4 Financials 2.38%
5 Industrials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-4,728
252
-7,109