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
$171M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$57.1M 33.38%
+356,040
2
$39.4M 23.04%
+594,789
3
$32.5M 18.96%
+1,060,990
4
$15.4M 9.03%
+904,796
5
$7.09M 4.14%
+125,670
6
$6.88M 4.02%
+46,345
7
$6.11M 3.57%
+188,110
8
$6.05M 3.53%
+77,260
9
$547K 0.32%
+4,890