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
$357M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$6.95M
3 +$2.78M
4
AAPL icon
Apple
AAPL
+$537K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$352K

Top Sells

1 +$7M
2 +$454K
3 +$309K
4
JNJ icon
Johnson & Johnson
JNJ
+$210K
5
KO icon
Coca-Cola
KO
+$208K

Sector Composition

1 Technology 0.3%
2 Energy 0.06%
3 Consumer Staples 0%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$606K 0.17%
10,470
-50
27
$343K 0.1%
3,270
28
$266K 0.07%
11,325
29
$205K 0.06%
+2,000
30
-1,184
31
-3,310