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
$438M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$14.5M
3 +$5.48M
4
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$917K
5
AAPL icon
Apple
AAPL
+$683K

Top Sells

1 +$20.5M
2 +$2.19M
3 +$1.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$351K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$296K

Sector Composition

1 Technology 0.16%
2 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$504K 0.12%
13,714
+1,655
27
$246K 0.06%
9,975
28
$210K 0.05%
+1,184
29
$209K 0.05%
+576