SIA
Strategic Investment Advisors Portfolio holdings
AUM
$1.03B
1-Year Est. Return
14.63%
1 Year Est. Return
+14.63%
AUM
$944M
AUM Growth
+$2.24M
(+0.24%)
Holding
258
Top Buys
| 1 | +$18.5M | |
| 2 | +$6.01M | |
| 3 | +$3.71M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.61M |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
+$3.07M |
Top Sells
| 1 | +$14M | |
| 2 | +$4.99M | |
| 3 | +$2.65M | |
| 4 |
Broadcom
AVGO
|
+$1.86M |
| 5 |
Cigna
CI
|
+$1.58M |
Sector Composition
| 1 | Technology | 7.32% |
| 2 | Communication Services | 3.5% |
| 3 | Financials | 3.47% |
| 4 | Consumer Discretionary | 2.04% |
| 5 | Healthcare | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13B
| – | – |
-6,972
|
|
||
252
Constellation Brands
STZ
$23.5B
| – | – |
-975
|
|
||
253
Skyworks Solutions
SWKS
$11.9B
| – | – |
-5,307
|
|
||
254
Vanguard High Dividend Yield ETF
VYM
$65.7B
| – | – |
-3,980
|
|
||
255
Financial Select Sector SPDR Fund
XLF
$54.5B
| – | – |
-11,463
|
|
||
256
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
| – | – |
-2,113
|
|
||
257
Sabesp
SBS
$16.8B
| – | – |
-10,283
|
|
||
258
Schwab US Large- Cap ETF
SCHX
$62.8B
| – | – |
-8,724
|
|