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
$443M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$5.07M
2 +$551K
3 +$407K
4
AAPL icon
Apple
AAPL
+$148K
5
JNJ icon
Johnson & Johnson
JNJ
+$125K

Sector Composition

1 Healthcare 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-774
27
-404