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SIA
Strategic Investment Advisors Portfolio holdings
AUM
$1.45B
1-Year Est. Return
17.61%
This Fund
S&P 500
1 Year Est. Return
+17.61%
AUM
$437M
AUM Growth
+$51.4M
(+13%)
Holding
214
Top Buys
| 1 | +$24.6M | |
| 2 | +$10.1M | |
| 3 | +$5.26M | |
| 4 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$2.75M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.45M |
Top Sells
| 1 | +$20.3M | |
| 2 | +$7.61M | |
| 3 | +$5.66M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$4.27M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.52M |
Sector Composition
| 1 | Technology | 8.1% |
| 2 | Financials | 4.16% |
| 3 | Communication Services | 3.58% |
| 4 | Healthcare | 3.21% |
| 5 | Consumer Discretionary | 2.68% |