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
$449M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$9.27M
3 +$4.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$435K
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$369K

Top Sells

1 +$14.4M
2 +$4.91M
3 +$578K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$406K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$116K

Sector Composition

1 Technology 0.34%
2 Consumer Staples 0.05%
3 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$809K 0.18%
11,280
+175
27
$266K 0.06%
4,140
-6,330
28
$256K 0.06%
+888
29
$256K 0.06%
2,320
-950
30
$205K 0.05%
3,310
31
$202K 0.05%
2,040
+40