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
51
$396K 0.35%
22,563
-28
52
$392K 0.35%
7,516
+2,045
53
$385K 0.34%
773
+200
54
$374K 0.33%
7,468
+550
55
$371K 0.33%
+651
56
$366K 0.32%
2,526
+817
57
$340K 0.3%
4,847
+675
58
$339K 0.3%
545
59
$316K 0.28%
1,213
+385
60
$316K 0.28%
5,145
+13
61
$311K 0.27%
1,285
-38
62
$296K 0.26%
919
-76
63
$295K 0.26%
+3,033
64
$281K 0.25%
2,798
+36
65
$276K 0.24%
+1,703
66
$273K 0.24%
+3,019
67
$266K 0.23%
+626
68
$265K 0.23%
838
+22
69
$258K 0.23%
+1,783
70
$253K 0.22%
5,026
-13,543
71
$252K 0.22%
+4,037
72
$248K 0.22%
470
+45
73
$247K 0.22%
1,333
+94
74
$246K 0.22%
+240
75
$246K 0.22%
+481
1 2
3
4 5