SIS
Strategic Investment Solutions Portfolio holdings
AUM
$331M
1-Year Return
16.16%
This Quarter Return
+1.64%
1 Year Return
+16.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$511M
AUM Growth
+$308M
(+152%)
Cap. Flow
+$315M
Cap. Flow
% of AUM
61.69%
Top 10 Holdings %
Top 10 Hldgs %
44.19%
Holding
1,032
New
935
Increased
39
Reduced
36
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 1.22% |
| 2 | Technology | 1.19% |
| 3 | Financials | 0.99% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Industrials | 0.58% |
