SPIA

Strategic Point Investment Advisors Portfolio holdings

AUM $648M
1-Year Est. Return 12.74%
This Quarter Est. Return
1 Year Est. Return
+12.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$21.7M
2 +$8.79M
3 +$5.46M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.65M
5
CCOR icon
Core Alternative Capital
CCOR
+$1.39M

Sector Composition

1 Technology 0.1%
2 Utilities 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-105,875