SIA
Strategic Investment Advisors Portfolio holdings
AUM
$1.03B
This Quarter Return
+1.05%
1 Year Return
+14.63%
3 Year Return
+56.93%
5 Year Return
+77.95%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+14%)
Cap. Flow
+$24.1M
Cap. Flow
% of AUM
11.55%
Top 10 Holdings %
Top 10 Hldgs %
39.44%
Holding
170
New
20
Increased
115
Reduced
21
Closed
13
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$4.75M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.43M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.28M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.16M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.04M |
Top Sells
Sector Composition
| 1 | Technology | 3.69% |
| 2 | Healthcare | 1.99% |
| 3 | Financials | 1.89% |
| 4 | Utilities | 1.83% |
| 5 | Consumer Staples | 1.83% |
