SPIA
Strategic Point Investment Advisors Portfolio holdings
AUM
$648M
This Quarter Return
+7.79%
1 Year Return
+12.74%
3 Year Return
+43.09%
5 Year Return
+68.27%
10 Year Return
+137.2%
AUM
$274M
AUM Growth
+$274M
(+7.1%)
Cap. Flow
-$2.32M
Cap. Flow
% of AUM
-0.85%
Top 10 Holdings %
Top 10 Hldgs %
85.89%
Holding
24
New
2
Increased
10
Reduced
12
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.84M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$678K |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
$366K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$304K |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$6.11M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$929K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$260K |
| 5 |
Vanguard Health Care ETF
VHT
|
$223K |
