SPIA

Strategic Point Investment Advisors Portfolio holdings

AUM $723M
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.76M
3
+$7.87M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$390K
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$346K

Top Sells

1
+$7.24M
2
+$3.03M
3
+$876K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$414K
5
VHT icon
Vanguard Health Care ETF
VHT
+$362K

Sector Composition

1 Technology 0%
2 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,363
27
– –
-3,270
1
2