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
$361M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$9.62M
2 +$9.61M
3 +$9.04M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$420K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$396K

Top Sells

1 +$7.33M
2 +$3.22M
3 +$951K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$414K
5
VHT icon
Vanguard Health Care ETF
VHT
+$390K

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