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
$488M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$12.1M
3
+$2.29M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$440K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$215K

Top Sells

1
+$9.8M
2
+$4.92M
3
+$2.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.31M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.03M

Sector Composition

1 Technology 0.4%
2 Energy 0.04%
3 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.34%
8,427
+780
27
$1.25M 0.26%
52,425
+270
28
$888K 0.18%
11,335
+55
29
$440K 0.09%
+8,285
30
$302K 0.06%
888
31
$291K 0.06%
4,125
-15
32
$250K 0.05%
2,320
33
$211K 0.04%
2,040
34
$208K 0.04%
+562
35
– –
-3,310
1
2