- New Purchases: XLI,
- Added Positions: IVV, ITOT, IJH, RYE, AAXJ,
- Reduced Positions: IVE, IWF, SPY, VO, VTI, VHT, IVW,
- Sold Out: PFF,
For the details of Strategic Point Investment Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Strategic+Point+Investment+Advisors%2C+LLC
These are the top 5 holdings of Strategic Point Investment Advisors, LLC- SPDR S&P 500 (SPY) - 265,890 shares, 30.14% of the total portfolio. Shares reduced by 2.36%
- SPDR Select Sector Fund - Technology (XLK) - 351,779 shares, 9.91% of the total portfolio. Shares added by 0.47%
- Vanguard Mid-Cap (VO) - 141,149 shares, 9.38% of the total portfolio. Shares reduced by 2.16%
- iShares MSCI All Country Asia ex Japan Index Fund (AAXJ) - 243,923 shares, 8.15% of the total portfolio. Shares added by 1.05%
- iShares S&P 500 Value (IVE) - 149,357 shares, 7.04% of the total portfolio. Shares reduced by 28.02%
Strategic Point Investment Advisors, LLC initiated holding in SPDR Select Sector Fund - Industrial. The purchase prices were between $72.74 and $80.66, with an estimated average price of $77.06. The stock is now traded at around $75.93. The impact to a portfolio due to this purchase was 4.47%. The holding were 139,641 shares as of 2018-03-31.
Added: iShares Core S&P 500 (IVV)Strategic Point Investment Advisors, LLC added to a holding in iShares Core S&P 500 by 48.59%. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $270.72. The impact to a portfolio due to this purchase was 1.09%. The holding were 29,152 shares as of 2018-03-31.
Added: iShares Core S&P Mid-Cap (IJH)Strategic Point Investment Advisors, LLC added to a holding in iShares Core S&P Mid-Cap by 47.33%. The purchase prices were between $179.89 and $199.21, with an estimated average price of $191.27. The stock is now traded at around $191.04. The impact to a portfolio due to this purchase was 0.29%. The holding were 11,134 shares as of 2018-03-31.
Sold Out: iShares U.S. Preferred Stock ETF (PFF)Strategic Point Investment Advisors, LLC sold out a holding in iShares U.S. Preferred Stock ETF. The sale prices were between $36.79 and $38.19, with an estimated average price of $37.53.
Here is the complete portfolio of Strategic Point Investment Advisors, LLC. Also check out:
1. Strategic Point Investment Advisors, LLC's Undervalued Stocks
2. Strategic Point Investment Advisors, LLC's Top Growth Companies, and
3. Strategic Point Investment Advisors, LLC's High Yield stocks
4. Stocks that Strategic Point Investment Advisors, LLC keeps buying
