Soltis Investment Advisors LLC
Soltis Investment Advisors LLC latest Q4_2020 13F filings reported $539,745,000 in market value on this 2021-02-09 report date . The portfolio quarterly return is 26.79%. This fund has 216 securities concentrations of 100% weights.
Soltis Investment Advisors LLC largest holding is Merit Medical Systems Inc. with weight of 6.85% and $36,987,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|