SIA

Strategic Investment Advisors Portfolio holdings

AUM $1.03B
1-Year Est. Return 14.63%
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$941M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$16.8M
3 +$5.1M
4
T icon
AT&T
T
+$4.24M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.73M

Top Sells

1 +$34.3M
2 +$4.36M
3 +$696K
4
SMCI icon
Super Micro Computer
SMCI
+$615K
5
EOG icon
EOG Resources
EOG
+$588K

Sector Composition

1 Technology 8.88%
2 Communication Services 3.45%
3 Financials 3.23%
4 Consumer Discretionary 2.43%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-14,770