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AIA
Accelerate Investment Advisors Portfolio holdings
AUM
$150M
1-Year Est. Return
17.82%
This Fund
S&P 500
This Quarter
Est. Return
+5.88%
1 Year Est. Return
+17.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$99M
Cap. Flow
% of AUM
96.72%
Top 10 Holdings %
Top 10 Hldgs %
59.96%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$15.6M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$10.5M |
| 3 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$9.2M |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$5.58M |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$4.31M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.04% |
| 2 | Consumer Discretionary | 3.11% |
| 3 | Energy | 2.71% |
| 4 | Financials | 1.7% |
| 5 | Communication Services | 1.67% |
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Accelerate Investment Advisors's Q3 2024 Portfolio in Review
Q3 2024 is the first quarter with a 13F filing on record for Accelerate Investment Advisors, which disclosed 84 positions worth $102M. Its ten largest holdings account for 60% of the portfolio.
Its largest position is State Street SPDR Portfolio S&P 500 ETF: 239,546 shares worth $16.2M.
By sector, the portfolio is most concentrated in Technology at 7% of assets, followed by Consumer Discretionary and Energy.
- Accelerate Investment Advisors's largest Q3 2024 buy was State Street SPDR Portfolio S&P 500 ETF: 239,546 shares worth $16.2M.
- Accelerate Investment Advisors's ten largest holdings make up 60% of its $102M portfolio in Q3 2024.
- Accelerate Investment Advisors disclosed 84 positions in Q3 2024, its first 13F filing on record.
Based on Accelerate Investment Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.