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
$416M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Sells

1 +$16.3M
2 +$1.48M
3 +$493K
4
VHT icon
Vanguard Health Care ETF
VHT
+$160K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$122K

Sector Composition

1 Technology 0.24%
2 Energy 0.06%
3 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$731K 0.18%
11,105
+100
27
$613K 0.15%
10,470
28
$348K 0.08%
3,270
29
$236K 0.06%
2,000
30
$211K 0.05%
+3,310
31
-169,387
32
-18,443