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
$606M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$1.63M
3
+$1.05M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$445K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$420K

Top Sells

1
+$3.89M
2
+$808K
3
+$99.7K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$95.5K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$88.7K

Sector Composition

1 Technology 0.35%
2 Consumer Staples 0.04%
3 Healthcare 0.04%
4 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.27%
16,150
27
$565K 0.09%
9,180
28
$424K 0.07%
986
29
$323K 0.05%
3,370
30
$299K 0.05%
612
+26
31
$256K 0.04%
2,320
32
$243K 0.04%
3,380
33
$229K 0.04%
258
34
$215K 0.04%
2,040
1
2