HoldingsChannel.com
Sofos Investments Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
FDIC.SWEEP      $7,026
     MNYFUND7,025,688+7,025,688$7,026
Swan Defined Risk I      $1,200
     MUTFUNDO105,367+105,367$1,200
FDIC.CASH      $900
     MNYFUND900,003+900,003$900
SPDR BARCLAYS CAPITAL 1 3 MONTH T BILL E (CWB)      $765
     MUTFDETF12,112+3,580$753
     CWB108,477+8,963$12
VANGUARD TOTAL BND MRKT ETF (BND)      $730
     BND8,588+1,613$730
     MUTFUNDO6+6$0
ISHARES TRUST CORE S&P MCP ETF (IJH) 4,506 +41 $628
     IJH4,506+41$628
ISHARES TRUST 1 3 YR TREAS BD ETF (SHY) 7,135 +1,970 $616
     SHY7,135+1,970$616
ISHARES IBONDS DEC 2021 (IBDM)      $549
     MUTFDETF22,168+22,168$549
     IBDM2UNCH$0
ISHARES TRUST 3 7 YR TREAS BD ETF (IEI) 4,052 +2,904 $539
     IEI4,052+2,904$539
ISHARES BARCLAYS 1 3 YEAR CREDIT BOND FU (STIP)      $424
     MUTFDETF4,132+4,132$217
     STIP11,139+6,026$207
ISHARES TRUST 20 YR TR BD ETF (TLT) 2,562 -933 $421
     TLT2,562-933$421
ISHARES BARCLAYS TIPS BOND FUND (TIP) 3,393 +1,080 $400
     TIP3,393+1,080$400
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 4,629 -5,392 $380
     BSV4,629-5,392$380
SYMMETRY PANORAMIC US FIXED INCOME FD      $370
     MUTFUNDO34,583+34,583$370
ISHARES PHLX SOX SEMICONDUCTOR SECTOR IN (SOXX) 1,787 +1,370 $367
     SOXX1,787+1,370$367
ISHARES TRUST CORE INTL AGGR ETF (IAGG) 32,341 +15,165 $351
     IAGG32,341+15,165$351
ISHARES BARCLAYS AGGREGATE BOND FUND (AGG) 2,937 -5,301 $339
     AGG2,937-5,301$339
VANGUARD MORTG BACK SEC ETF (VMBS) 5,776 -9,902 $314
     VMBS5,776-9,902$314
GUGGENHEIM ENHANCED SHORT DURATION BOND      $297
     MUTFDETF6,014+6,014$297
GOLDMAN SACHS TREASURYACCESS 0 1 YEAR ET 2,562 +2,562 $258
     GBIL2,562+2,562$258
GUGGENHEIM S&P 500 EQUAL WEIGHT TECHNOLO      $249
     MUTFDETF1,563+1,563$249
SCHWAB STRATEGIC TR SHT TM US TRES ETF (SCHO) 4,631 -3,716 $239
     SCHO4,631-3,716$239
VANGUARD REAL ESTATE ETF (VNQ) 3,374 -3,538 $235
     VNQ3,374-3,538$235
ISHARES TRUST SHORT TREAS BD ETF (SHV) 2,013 -2,825 $223
     SHV2,013-2,825$223
SSGA ACTIVE ETF TR BLKSTN GSOSRLN ETF (SRLN) 5,393 -8,623 $216
     SRLN5,393-8,623$216
VANGUARD MALVERN FDS STRM INFPROIDX (VTIP) 4,268 -6,302 $208
     VTIP4,268-6,302$208
SYMMETRY PANORAMIC GLOBAL FIXED INCOME      $206
     MUTFUNDO19,376+19,376$206
INVESCO EXCHANGE TRADED FUND T GBL SRT TRM HY ETF (PGHY) 9,981 -17,004 $197
     PGHY9,981-17,004$197
CATALYST MILLBURN HEDGE STRATEGY I      $196
     MUTFUNDO7,915+7,915$196
ISHARES BARCLAYS 7 10 YEAR TREASURY BOND (IEF) 1,599 -1,276 $194
     IEF1,599-1,276$194
ISHARES TRUST IBOXX INV CP ETF (LQD) 1,560 -2,831 $187
     LQD1,560-2,831$187
VANGUARD INTERMED TERM ETF (BIV) 2,118 -2,003 $183
     BIV2,118-2,003$183
ISHARES TRUST IBOXX HI YD ETF (HYG) 2,426 -5,834 $180
     HYG2,426-5,834$180
ISHARES TRUST IBONDS DEC20 ETF (IBDL) 6,920 -3,416 $174
     IBDL6,920-3,416$174
VANECK VECTORS ETF TR (OIH)      $173
     MUTFDETF7,487+7,487$173
SCHWAB STRATEGIC TR INTRM TRM TRES ETF (SCHR) 3,657 -2,186 $160
     SCHR3,657-2,186$160
GUGGENHEIM S&P 500 EQUAL WEIGHT HEALTH C      $159
     MUTFDETF841+841$159
VANGUARD LONG TERM BOND ETF (BLV) 1,471 -1,426 $157
     BLV1,471-1,426$157
FIRST TRUST LONG DURATION OPPORTUNITIES      $155
     MUTFDETF5,358+5,358$155
TOEWS HEDGED HIGH YIELD BOND FUND      $148
     MUTFUNDO13,784+13,784$148
GALAPAGOS NV ADR SPONSORED 738 -387 $144
     GLPG738-387$144
SHOPIFY INC CL A      $129
     COMSTOCK309+309$129
GUGGENHEIM S&P 500 EQUAL WEIGHT FINANCIA      $128
     MUTFDETF4,090+4,090$128
SYMMETRY PANORAMIC US EQUITY FUND      $128
     MUTFUNDO15,420+15,420$128
DIGITAL RLTY TR INC      $120
     REIT862+862$120
SYMMETRY PANORAMIC GLOBAL EQUITY FUND      $120
     MUTFUNDO14,415+14,415$120
ISHARES MSCI USA MOMENTUM FACTOR ETF (USMV)      $117
     MUTFDETF1,580+1,580$113
     USMV83-5,036$4
ISHARES TRUST CMBS ETF (CMBS) 2,138 -3,618 $115
     CMBS2,138-3,618$115
ABR DYNAMIC BLEND EQUITY AND VOLATILITY      $113
     MUTFUNDO8,247+8,247$113
PIMCO ENHANCED SHORT MATURITY STRATEGY F 1,126 -6,444 $111
     MINT1,126-6,444$111

See Full List: All Stocks Held By Sofos Investments Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sofos Investments Inc.

Size ($ in 1000's)
At 03/31/2020: $32,235
At 12/31/2019: $145,167

Sofos Investments Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sofos Investments Inc. 13F filings. Link to 13F filings: SEC filings

Sofos Investments Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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