AIA

Accelerate Investment Advisors Portfolio holdings

AUM $147M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$10.7M
3
+$9.6M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$5.64M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.04%
2 Consumer Discretionary 3.11%
3 Energy 2.71%
4 Financials 1.7%
5 Communication Services 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$798K 0.78%
+1,395
27
$768K 0.75%
+7,130
28
$763K 0.75%
+13,261
29
$658K 0.64%
+24,579
30
$636K 0.62%
+3,641
31
$600K 0.59%
+7,629
32
$584K 0.57%
+22,428
33
$551K 0.54%
+2,106
34
$548K 0.54%
+5,094
35
$542K 0.53%
+1,178
36
$526K 0.51%
+5,429
37
$517K 0.51%
+10,223
38
$466K 0.46%
+3,073
39
$465K 0.45%
+2,782
40
$458K 0.45%
+1,656
41
$455K 0.44%
+792
42
$446K 0.44%
+5,751
43
$440K 0.43%
+922
44
$439K 0.43%
+2,649
45
$435K 0.42%
+1,133
46
$417K 0.41%
+22,591
47
$408K 0.4%
+6,669
48
$388K 0.38%
+624
49
$354K 0.35%
+6,918
50
$349K 0.34%
+7,121
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