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
$119M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$529K
3
+$386K
4
GLD icon
SPDR Gold Trust
GLD
+$385K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$371K

Top Sells

1
+$524K
2
+$405K
3
+$396K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$374K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$336K

Sector Composition

1 Technology 7.76%
2 Financials 3.72%
3 Energy 3.44%
4 Consumer Discretionary 3.33%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$939K 0.79%
38,711
+3,101
27
$934K 0.78%
1,620
+129
28
$835K 0.7%
1,568
+331
29
$814K 0.68%
4,711
+1,042
30
$755K 0.63%
2,620
+1,335
31
$727K 0.61%
9,283
+995
32
$706K 0.59%
2,725
+602
33
$678K 0.57%
+41,828
34
$646K 0.54%
1,386
+147
35
$643K 0.54%
679
+83
36
$633K 0.53%
6,335
-3,358
37
$630K 0.53%
2,567
+533
38
$601K 0.5%
1,074
+93
39
$600K 0.5%
11,110
+3,594
40
$553K 0.46%
3,934
+291
41
$544K 0.46%
1,774
+855
42
$527K 0.44%
5,401
+18
43
$511K 0.43%
3,053
+983
44
$486K 0.41%
3,141
+405
45
$474K 0.4%
2,833
+307
46
$470K 0.39%
3,011
47
$467K 0.39%
892
+83
48
$466K 0.39%
1,496
+283
49
$446K 0.37%
878
+105
50
$439K 0.37%
653
+2
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