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
51
$349K 0.34%
+6,874
52
$344K 0.34%
+5,132
53
$322K 0.31%
+1,323
54
$320K 0.31%
+545
55
$314K 0.31%
+5,471
56
$313K 0.31%
+995
57
$296K 0.29%
+573
58
$285K 0.28%
+488
59
$278K 0.27%
+2,762
60
$271K 0.27%
+976
61
$267K 0.26%
+828
62
$253K 0.25%
+13,363
63
$252K 0.25%
+1,709
64
$236K 0.23%
+4,172
65
$234K 0.23%
+2,001
66
$229K 0.22%
+1,086
67
$227K 0.22%
+1,837
68
$225K 0.22%
+1,783
69
$225K 0.22%
+1,304
70
$224K 0.22%
+816
71
$223K 0.22%
+2,863
72
$223K 0.22%
+3,438
73
$221K 0.22%
+4,850
74
$219K 0.21%
+1,110
75
$219K 0.21%
+940
1 2
3
4