SPIA
Strategic Point Investment Advisors Portfolio holdings
AUM
$648M
This Quarter Return
+4.09%
1 Year Return
+12.74%
3 Year Return
+43.09%
5 Year Return
+68.27%
10 Year Return
+137.2%
AUM
$268M
AUM Growth
+$268M
(+4.6%)
Cap. Flow
+$1.53M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
84.71%
Holding
19
New
–
Increased
12
Reduced
6
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.41M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$424K |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$285K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$243K |
| 5 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
$218K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.01M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$349K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$183K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$182K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$116K |
