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
$558M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$33.5K
3
+$31.1K
4
MSFT icon
Microsoft
MSFT
+$29.9K
5
AAPL icon
Apple
AAPL
+$26.5K

Top Sells

1
+$897K
2
+$394K
3
+$385K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$164K

Sector Composition

1 Technology 0.35%
2 Healthcare 0.04%
3 Energy 0.04%
4 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.27%
7,262
+126
27
$526K 0.09%
9,180
+15
28
$441K 0.08%
986
+67
29
$312K 0.06%
3,370
-215
30
$281K 0.05%
586
+70
31
$248K 0.04%
2,320
32
$234K 0.04%
+258
33
$233K 0.04%
2,040
34
$215K 0.04%
3,380
+70
1
2