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
$113M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$780K
2
+$587K
3
+$517K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$490K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$427K

Top Sells

1
+$682K
2
+$349K
3
+$242K
4
PLD icon
Prologis
PLD
+$225K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$223K

Sector Composition

1 Technology 7.95%
2 Consumer Discretionary 3.74%
3 Energy 2.87%
4 Financials 2.23%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$857K 0.76%
2,123
+17
27
$855K 0.75%
16,296
+3,035
28
$854K 0.75%
35,610
+1,278
29
$640K 0.56%
8,288
+659
30
$639K 0.56%
12,662
+2,439
31
$625K 0.55%
22,442
+14
32
$621K 0.55%
3,669
+28
33
$588K 0.52%
22,546
-2,033
34
$585K 0.52%
5,383
+289
35
$581K 0.51%
3,643
+570
36
$575K 0.51%
981
+189
37
$573K 0.51%
3,011
+229
38
$561K 0.49%
1,237
+59
39
$546K 0.48%
596
+351
40
$519K 0.46%
1,239
+317
41
$518K 0.46%
2,736
+87
42
$505K 0.45%
5,444
+15
43
$488K 0.43%
2,034
+948
44
$480K 0.42%
2,070
+766
45
$476K 0.42%
1,647
-9
46
$465K 0.41%
1,133
47
$452K 0.4%
8,146
+1,477
48
$409K 0.36%
809
+321
49
$405K 0.36%
645
+21
50
$405K 0.36%
8,032
+1,158
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