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
$411M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$7.75M
2 +$1.85M
3 +$265K
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$195K
5
IAU icon
iShares Gold Trust
IAU
+$162K

Sector Composition

1 Technology 0.06%
2 Consumer Discretionary 0.03%
3 Healthcare 0.03%
4 Communication Services 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$143K 0.03%
1,044
27
$131K 0.03%
+760
28
$128K 0.03%
774
29
$122K 0.03%
+1,000
30
$109K 0.03%
+404