SIS
Strategic Investment Solutions Portfolio holdings
AUM
$331M
This Quarter Return
+9.13%
1 Year Return
+16.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$203M
AUM Growth
–
Cap. Flow
+$203M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.58%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 2.66% |
| 2 | Technology | 2.19% |
| 3 | Financials | 2.15% |
| 4 | Consumer Discretionary | 1.85% |
| 5 | Healthcare | 1.08% |
