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
$408M
AUM Growth
-$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$581K
2 +$209K
3 +$162K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$152K
5
IAU icon
iShares Gold Trust
IAU
+$143K

Sector Composition

1 Technology 0.06%
2 Healthcare 0.03%
3 Communication Services 0%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$125K 0.03%
774
27
$114K 0.03%
404
28
-760
29
-1,000
30
-1,543