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
$820M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$4.97M
3 +$2.73M
4
JPM icon
JPMorgan Chase
JPM
+$1.75M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.74M

Top Sells

1 +$13.6M
2 +$3.39M
3 +$1.67M
4
EXR icon
Extra Space Storage
EXR
+$1.47M
5
LECO icon
Lincoln Electric
LECO
+$879K

Sector Composition

1 Technology 9.68%
2 Healthcare 3.65%
3 Financials 3.25%
4 Communication Services 3.07%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-6,353
252
-427